Meeting Preparation

Pedram Kaivani is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent insurance companies in the state of TX. No insurance business may be conducted outside of these states referenced.

Pedram Kaivani is a Financial Advisor offering investment advisory services through Eagle Strategies, LLC, A Registered Investment Adviser, in the states of TX. As such, these services are strictly intended for individuals residing in the states referenced.

Pedram Kaivani is a Registered Representative of and offers securities products and 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 TX, FL. No offers may be made or accepted from any resident outside the specific state referenced.

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

Neither Kaivani Wealth Strategies and its employees, NYLIFE Securities LLC or its affiliates provide tax, legal or accounting advice. Please consult your own tax, legal or accounting professional regarding your particular situation.

Eagle Strategies LLC (Eagle) is an indirect wholly owned subsidiary of New York Life Insurance Company and an SEC-registered investment adviser. Registration with the SEC does not imply a certain level of skill or training. Investment products are not guaranteed and may lose value. No tax or legal advice is provided by Eagle, its IARs or its affiliates.

New York Life Insurance Company, NYLIFE Securities LLC, and Eagle Strategies LLC are affiliated companies.