Tracy Chen

Main Menu

Who We Are
What We Do
How We Work
Client Protal
Contact Us

Disclosure

Tracy Chen 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 #0M12649), CT, DC, FL, KY, MA, MD, MN, NE, NJ, NY, PA, SD, TX, VA, and WA. No insurance business may be conducted outside the states referenced.

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

Tracy Chen 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, 20 38th Rd Fl 12, Flushing, NY, 11363, 646-653-5582. In this regard, this communication is strictly intended for individuals residing in the states of CA, CT, FL, MN, NY, PA, TX, and WA. No offers may be made or accepted from any resident outside the specific states referenced.

Tracy Chen 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, CT, FL, MN, NY, PA, and WA. As such, these services are strictly intended for individuals residing in the states referenced.

Tracy Chen is a Member Agent of The Nautilus Group®, a service of New York Life Insurance Company.

The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals^®, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.

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

Neither Wisdom Insights Financial Solutions & Insurance Services 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.

Click here

Who We Are
What We Do
How We Work
Client Protal
Contact Us

Privacy Policy

NYLIFE Securities LLC, Member FINRA/SIPC.

For additional information, visit Customer Relationship Summary.pdf

Your Privacy Choices