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The Lorey Group

Jerry H. Lorey

Financial Advisor
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    • WHERE WE DO BUSINESS
  • EXPERTISE
    • BUSINESS SOLUTIONS
    • PHYSICIAN SOLUTIONS
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    • NAVIGATING INCOME TAX
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    • EMONEY
    • NEW YORK LIFE
    • EAGLE STRATEGIES/NYLIFE SECURITIES
    • ENVESTNET
    • MAINSTAY FUNDS
    • AMERICAN FUNDS
Disclosure

Jerry Lorey 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 AR (AR Insurance License #8032793), AZ, CA (CA Insurance License #0L92307), CO, IL, LA, MS, NC, NV, NY, OK, TX, and VA. No insurance business may be conducted outside the states referenced.

As a New York Life Agent, Jerry Lorey is licensed and authorized to offer insurance in California and Arkansas, but The Lorey Group may not be. For additional information on licensure status, please click here for California and/or click here for Arkansas.

Jerry Lorey 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, 405 Ashley Ridge Blvd, Shreveport, LA, 71106, 318-629-7500. In this regard, this communication is strictly intended for individuals residing in the states of AL, AR, AZ, CA, CO, FL, GA, IL, LA, MA, MS, NC, NV, NY, OK, SC, TX, and VA. No offers may be made or accepted from any resident outside the specific states referenced.

Jerry Lorey 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 AL, AR, AZ, CA, CO, FL, GA, IL, LA, MA, MS, NC, NV, NY, OK, SC, TX, and VA. As such, these services are strictly intended for individuals residing in the states referenced.

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

The Lorey Group is not owned or operated by NYLIFE Securities LLC or its affiliates.

Neither The Lorey Group 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
The Lorey Group Logo
  • ABOUT
    • MEET OUR TEAM
    • OUR CLIENTS
    • OUR APPROACH
    • WHERE WE DO BUSINESS
  • EXPERTISE
    • BUSINESS SOLUTIONS
    • PHYSICIAN SOLUTIONS
    • PERSONAL SOLUTIONS
    • INVESTMENT SOLUTIONS
  • EDUCATION
    • NAVIGATING INCOME TAX
    • BLOG
    • GUIDEPOSTS
    • VIDEO LIBRARY
  • GET IN TOUCH
  • CLIENT LOGIN
    • EMONEY
    • NEW YORK LIFE
    • EAGLE STRATEGIES/NYLIFE SECURITIES
    • ENVESTNET
    • MAINSTAY FUNDS
    • AMERICAN FUNDS
  • SCHEDULE A MEETING

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