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Chien Yeh is an agent licensed to sell insurance through New York Life Insurance Company and are licensed with various other independent unaffiliated insurance companies in the state of CA (CA Insurance Lic#: 0E59150). No insurance business may be conducted outside this state referenced.
Chien Yeh is a Registered Representatives of and offers securities products & services through NYLIFE Securities LLC. Member FINRA/SIPC, a Licensed insurance agency. 2999 Douglas Blvd Suite 350 Roseville, CA 95661. 916-774-6200. In this regard, this communication is strictly intended for individuals residing in the states of CA, NY, and MI. No offers may be made or accepted from any resident outside the specific states referenced.
Chien Yeh is also a separately registered as investment adviser representatives with Eagle Strategies LLC, a Registered Investment Adviser, offering advisory services in the state of CA, NY and MI. As such, these services are strictly intended for individuals residing in the specific states referenced.
Neither Eagle Strategies LLC, nor Caduceus Financial & Insurance Services, nor its financial advisers provide tax, legal or accounting advice. Please consult your tax, legal or accounting professional regarding your particular situation.
Caduceus Financial & Insurance Services is not owned or operated by New York Life or its affiliates.
Eagle Strategies LLC. and NYLIFE Securities LLC. are New York Life companies.
For additional information, visit Customer Relationship Summary.pdf