Protecting Your Business

Victoria Serles, Shane Payette, Brittany Gabelein, and Kevin Kepler, are separately registered as investment adviser representatives ("IAR") with Eagle Strategies LLC, a Registered Investment Adviser, collectively offering advisory services in the states of AZ, CA, CO, FL, GA, ID, IL, LA, NC, NJ, OR, TX, and WA.  As such, these services are strictly intended for individuals residing in these states.

Victoria Serles, Shane Payette, Brittany Gabelein, and Kevin Kepler are also Registered Representatives of and offer securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, Licensed Insurance Agency and a New York Life company. In this regard, this communication is strictly intended for individuals residing in the states of AZ, CA, CO, FL, ID, LA, MT, NC, NJ, OR, TX, VT, and WA.. No offers may be made or accepted from any resident outside the specific states referenced.

Victoria Serles, Shane Payette, Brittany Gabelein, and Kevin Kepler are agents collectively 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 AZ, CA, CO, FL, ID, LA, MA, NC, OK, OR, SC, TX, VT, and WA. No insurance business may be conducted outside these states referenced.

Seidman Capital Group is not owned or operated by NYLIFE Securities LLC, or its affiliates.
 
Seidman Capital Group is registered with the Washington State Department of Financial Institutions Securities Division.

*Seidman Capital Group nor its agents, provides 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

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