DISCLOSURES - Key Persons
Theodore R. Young, MSFS has been actively involved in California's business and retirement community since 1981. Ted provides an additional layer of experience as manager of the educational component of the firm, which imparts insurance, financial and retirement information to individuals and businesses. Ted Young is passionate in helping athletes enjoy the peace of mind that comes from taking charge of their financial future.
Ted Young is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with other insurance companies in the states of California (CA Insurance license# 0768386), Oregon, Nevada, Arizona, New York, and Florida. No insurance business may be conducted outside these states referenced.
Ted Young is a Registered Representatives offering securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a Licensed Insurance Agency and New York Life company. In this regard, this communication is strictly intended for individuals residing in the states of California, Arizona, Oregon, Nevada, Colorado, Utah, Florida, Michigan, Connecticut, Hawaii, Idaho, Illinois, New Jersey, New York, Pennsylvania, South Carolina, Virginia, Massachusetts and Georgia. No offers may be made or accepted from any resident outside the specific states referenced.
Perry-Young Insurance Solutions is not owned or operated by NYLIFE Securities LLC, Eagle Strategies LLC or its affiliates.
Ted Young is also separately registered as an investment adviser representative under Eagle Strategies LLC, a Registered Investment Adviser,and a New York Life company, offering advisory services in the states of California, Arizona, Oregon, Colorado, Utah, Florida, Connecticut, New Jersey, Pennsylvania, South Carolina and Massachusetts. As such, these services are strictly intended for individuals residing in those states.