Pre-Meeting Questionnaire

Alex Agahi is an agent licensed to sell insurance through New York Life and may be licensed with various other independent unaffiliated insurance companies in the states of CA (CA Ins. Lic. #0B93526). No insurance business may be conducted outside the state referenced.

Alex Agahi is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, 2020 Main Street, Suite 1200   Irvine, CA 92614, (949) 797-2514. In this regard, this communication is strictly intended for individuals residing in the state of CA. No offers may be made or accepted from any resident outside the specific state referenced.

*Alex Agahi is registered as an investment adviser with Eagle Strategies LLC, a registered investment adviser offering investment advisory services in the state of California. As such, these services are strictly intended for individuals residing in the specific state referenced.

Neither New York Life Insurance Company, nor its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.

Infinite Wealth Financial & Insurance Services is not owned or operated by NYLIFE Securities LLC or its affiliates.

Disclosures