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Bates Wealth Strategies, LLC

Diversifying Assets

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Bates Wealth Strategies

Heather Bates 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 Texas. No insurance business may be conducted outside the specific states referenced.

*Heather Bates is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC. In this regard, this communication is strictly intended for individuals residing in the states of Texas. No offers may be made or accepted from any resident outside the specific states referenced.

**Heather Bates is also separately registered as an Investment Adviser Representative, under Eagle Strategies LLC, a Registered Investment Adviser, offering advisory services in the states of Texas. As such, these services are strictly intended for individuals residing in Texas.

Heather Bates is a Financial Adviser offering investment advisory services through Eagle Strategies LLC, a Registered Investment Adviser. Bates Wealth Strategies, LLC Registered Representative offering securities through NYLIFE (Member FINRA/SIPC.) Bates Wealth Strategies, LLC is not owned or operated by Eagle Strategies LLC or its affiliates and may be licensed with various other independent insurance companies in the states of CA (CA Insurance License #0J25132).

Bates Wealth Strategies, LLC is not owned or operated by NYLIFE Securities LLC or its affiliates.

For additional information, visit Customer Relationship Summary.pdf

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Diversifying Assets