Client Education

Angelia Z. Shay, CLU^®, ChFC^®, LUTCF^®, RICP^® is separately registered as an investment adviser representative with Eagle Strategies LLC, a Registered Investment Adviser, offering financial planning and investment advisory services in the state of VA. As such, these services are strictly intended for individuals residing in the specific state referenced.

Angelia Z.Shay, CLU^®, ChFC^®, LUTCF^®, RICP^® an agent collectively 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 FL, MD, NC, PA, SC, UT, VA, and WA. No insurance business may be conducted outside the states referenced.

Angelia Z. Shay, CLU^®, ChFC^®, LUTCF^®, RICP^® is a Registered Representative of and offers securities products & 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 Virginia, North Carolina and Florida. No offers may be made or accepted from any resident outside the specific states referenced.

THE PATH Financial Strategies is not owned or operated by NYLIFE Securities LLC or its affiliates.

Securities offered by properly licensed registered representatives of NYLIFE Securities LLC (member FINRA/SIPC).

Neither SHOOK nor Forbes receives any compensation in exchange for placement on its Top Financial Security Professional (FSP) rankings (including the Best-In-State Financial Security Professional rankings), which are determined independently (see methodology). FSP refers to professionals who are properly licensed to sell life insurance and annuities. FSPs may also hold other credentials and licenses which would allow them to offer investments and securities products through those licenses. The ranking algorithm is based on qualitative measures learned through telephone, virtual and in-person interviews to measure best practices, client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as assets under management, sales figures, and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and these professionals rarely have audited performance reports. Individuals must carefully choose the right FSP for their own situation and perform their own due diligence. SHOOK’s research and rankings provide opinions intended to help individuals choose the right FSP and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.