Confidential Questionnaire - Huls Financial & Insurance Solutions - Santa Rosa, CA

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HULS FINANCIAL & INSURANCE SOLUTIONS

Barrett R. Huls, LUTCF

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Disclosure

Barrett Huls 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 #0G49255), HI, ID, IL, MD, MO, OR, SC, TX, and UT. No insurance business may be conducted outside the states referenced.

As a New York Life Agent, Barrett Huls is licensed and authorized to offer insurance in California, but Huls Financial & Insurance Solutions may not be. For additional information on California licensure status, please click here.

Barrett Huls 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, 149 Stony Cir Ste 200, Santa Rosa, CA, 95401, 707-569-7125. In this regard, this communication is strictly intended for individuals residing in the states of CA, HI, ID, MO, NC, OR, SC, TX, and UT. No offers may be made or accepted from any resident outside the specific states referenced.

Barrett Huls 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 #0G49255), HI, ID, IL, MD, MO, OR, SC, TX, and UT. No insurance business may be conducted outside the states referenced.

As a New York Life Agent, Barrett Huls is licensed and authorized to offer insurance in California, but Huls Financial & Insurance Solutions may not be. For additional information on California licensure status, please click here.

Barrett Huls 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, 149 Stony Cir Ste 200, Santa Rosa, CA, 95401, 707-569-7125. In this regard, this communication is strictly intended for individuals residing in the states of CA, HI, ID, MO, NC, OR, SC, TX, and UT. No offers may be made or accepted from any resident outside the specific states referenced.

Huls Financial & Insurance Solutions is not owned or operated by NYLIFE Securities LLC or its affiliates.

Neither Huls Financial & Insurance Solutions 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
- About
Process
Resources
- Products
- Calculators
Client Login
- NYL Online Account
- MainStay Mutual Funds
Contact

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NYLIFE Securities LLC, Member FINRA/SIPC.

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