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Introduction To Our Financial Planning Services

Disclosure

David Denison 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 CA (CA Insurance License #0A94767), CO, TN, TX, and WA. No insurance business may be conducted outside the states referenced.

David Denison is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 150 N Wiget Ln Ste 211, Walnut Creek, CA, 94598, 925-256-0355. In this regard, this communication is strictly intended for individuals residing in the states of CA, NY, TN, and TX. No offers may be made or accepted from any resident outside the specific states referenced.

David Denison is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of CA, NY, TN, and TX. As such, these services are strictly intended for individuals residing in the states referenced.

DENISON FINANCIAL AND INSURANCE SERVICES is not owned or operated by NYLIFE Securities LLC or its affiliates.

Neither DENISON FINANCIAL AND INSURANCE SERVICES nor its associates are in the business of offering tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.

For more information about NYLIFE Securities LLC and its investment professionals.

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NYLIFE Securities LLC, Member FINRA/SIPC.

For additional information, visit Customer Relationship Summary.pdf