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Disclosure

Roselyn Spaan 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 AL, CA (CA Insurance License #4137030), FL, GA, IA, IN, LA, MI, MS, NC, OK, SC, and TX. No insurance business may be conducted outside the states referenced.

As a New York Life Agent, Roselyn Spaan is licensed and authorized to offer insurance in California, but Athena Wealth Strategies LLC may not be. For additional information on California licensure status, please click here.

Roselyn Spaan 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, 314 Greeno Rd S, Fairhope, AL, 36532, 251-321-5499. In this regard, this communication is strictly intended for individuals residing in the states of AL, CA, FL, GA, MI, MN, MS, NC, OK, SC, and TX. No offers may be made or accepted from any resident outside the specific states referenced.

Roselyn Spaan 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 AL, CA, FL, GA, MI, MN, MS, NC, OK, and SC. As such, these services are strictly intended for individuals residing in the states referenced.

Athena Wealth Strategies LLC is not owned or operated by NYLIFE Securities LLC or its affiliates.

Neither Athena Wealth Strategies LLC 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 Process
  • Meet Our Team
  • Education
    • Videos
    • Articles
    • Calculators
    • Tax Resources
  • Account Access
    • NYL Online Account
    • NYLIFE Securities
    • MainStay Mutual Funds
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