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Sherry R. Senesy, CFP®, CPA, RICP®

4365 Executive Dr. Ste 800
San Diego, CA 92121

Office
858.623.8726

Cell
619.972.0597

Fax
858.623.9784

sherry@srs-financial.com

Rocks in a river

Disclosure

Sherry Senesy 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 AK, AZ, CA (CA Insurance License #0G98389), CO, FL, IL, MA, MD, MI, NC, NE, NJ, OR, PA, TN, TX, VA, and WA. No insurance business may be conducted outside the states referenced.

As a New York Life Agent, Sherry Senesy is licensed and authorized to offer insurance in California, but SRS FINANCIAL & INSURANCE SOLUTIONS may not be. For additional information on California licensure status, please click here.

Sherry Senesy 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, 3437 Xenophon St, San Diego, CA, 92106, 858-623-8726. In this regard, this communication is strictly intended for individuals residing in the states of CA, MI, TX, and WA. No offers may be made or accepted from any resident outside the specific states referenced.

Sherry Senesy 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, MI, TX, and WA. As such, these services are strictly intended for individuals residing in the states referenced.

SRS FINANCIAL & INSURANCE SOLUTIONS is not owned or operated by NYLIFE Securities LLC or its affiliates.

Neither SRS 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.

About Us
- Strategic Affiliations
- Your Role
Products & Services
- Advisory Services
  - Investments
  - Financial Planning
- Products
- Planning For Your Future
- Planning For Your Business
Resources
Account Access
Contact Us

Copyright . New York Life Insurance Company. All Rights Reserved.

NYLIFE Securities LLC, Member FINRA/SIPC.

For additional information, visit Customer Relationship Summary.pdf

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