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Disclosure

Christopher Santelli 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 #4343640), FL, KS, NJ, NY, and UT. No insurance business may be conducted outside the states referenced.

As a New York Life Agent, Christopher Santelli is licensed and authorized to offer insurance in California, but SANTELLI FINANCIAL GROUP may not be. For additional information on California licensure status, please click here.

Christopher Santelli 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, 229 E Main St Ste B, Palmyra, NY, 14522, 315-502-0004. In this regard, this communication is strictly intended for individuals residing in the states of CA, FL, NY, PA, and UT. No offers may be made or accepted from any resident outside the specific states referenced.

Christopher Santelli 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, FL, NY, PA, and UT. As such, these services are strictly intended for individuals residing in the states referenced.

SANTELLI FINANCIAL GROUP is not owned or operated by NYLIFE Securities LLC or its affiliates.

Neither SANTELLI FINANCIAL GROUP 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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  • About Us
    • Our Team
    • Direction
    • Commitment
    • About Eagle Strategies
    • Focus
    • Solutions
    • Useful Websites
    • Lifetime Wealth Portfolios - A New Definition of Wealth
    • About Chris Santelli
  • Products & Services
    • For Professional Advisors
    • Business Solutions
    • Advanced Planning Resources
    • Products
    • Our Services
  • Resources
    • Calculators
    • Articles
    • Tax Resources
    • Videos
    • Life Stages
  • Account Access
    • NYL Online Account
    • NYLIFE Securities
    • MainStay Mutual Funds
    • eMoney
    • Eagle Strategies
    • Envestnet Client Portal
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