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TREVOR ISAACS, CFP®

Financial Advisor

KELCEE MARCUM

EXECUTIVE ASSISTANT

CARMEN ISAACS

SCHEDULING COORDINATOR

Disclosure

Trevor Isaacs 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 #0I86211), FL, ID, IL, IN, MD, MI, MN, MO, MT, NC, NJ, NV, NY, OH, OR, TX, and VA. No insurance business may be conducted outside the states referenced.

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

Trevor Isaacs 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, 4365 Executive Dr Ste 800, San Diego, CA, 92121, 858-444-7670. In this regard, this communication is strictly intended for individuals residing in the states of AZ, CA, CO, FL, ID, IL, IN, MA, MD, MI, MN, MO, MT, NV, NY, OR, PA, and TX. No offers may be made or accepted from any resident outside the specific states referenced.

Trevor Isaacs 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 AZ, CA, CO, FL, ID, IL, IN, MA, MD, MI, MN, MO, MT, NV, NY, OR, PA, and TX. As such, these services are strictly intended for individuals residing in the states referenced.

I.Z.X. Financial and Insurance Solutions is not owned or operated by NYLIFE Securities LLC or its affiliates.

Neither I.Z.X. Financial and 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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NYLIFE Securities LLC, Member FINRA/SIPC.

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