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Eric P. Herried 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 Minnesota, Wisconsin, and Colorado. No insurance business may be conducted outside the states referenced.
[Eric P. Herried is a Registered Representative and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a Licensed Insurance Agency. In this regard, this communication is strictly intended for individuals residing in the states of Minnesota, Wisconsin, and Colorado. No offers may be made or accepted from any resident outside the specific states referenced.
*Eric P. Herried is also separately registered as an investment adviser representative with Eagle Strategies LLC, a Registered Investment Adviser, offering advisory services in the states of Minnesota, Wisconsin, and Colorado. As such, these services are strictly intended for individuals residing in Minnesota, Wisconsin, and Colorado.
Neither The Herried Financial Group, its employees nor NYLIFE Securities LLC or its subsidiaries render tax, legal or accounting advice. Please consult your professional advisers regarding your particular situation.
The Herried Financial Group is not owned or operated by NYLIFE Securities LLC, Eagle Strategies or any of their affiliates.
NYLIFE Securities LLC and Eagle Strategies LLC are New York Life Companies.
For additional information, visit Customer Relationship Summary.pdf