Diversifying Assets

Diversifying Assets

David Dolye is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of MA and NH. No insurance business may be conducted outside the specific states referenced.

David Dolye is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC. In this regard, this communication is strictly intended for individuals residing in the states of MA and NH. No offers may be made or accepted from any resident outside the specific states referenced.

David Dolye is also separately registered as an Investment Adviser Representative, under Eagle Strategies LLC, a Registered Investment Adviser, offering investment advisory services in the states of MA and NH. As such, these services are strictly intended for individuals residing in MA and NH.

Eagle Strategies LLC & NYLIFE Securities LLC are New York Life Companies.

Doyle Financial & Insurance, LLC is not owned or operated by NYLIFE Securities LLC or its affiliates.

Neither Doyle Financial & Insurance, LLC, its staff, nor New York Life Ins. Co. or its agents or affiliates provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.

 


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NYLIFE Securities LLC, Member FINRA/SIPC.

For additional information, visit Customer Relationship Summary.pdf