Resources

  menu

Steven: 312-388-1112 | David: 847-830-9503

Client Login

• Eagle/NYLife Login
• NYL Login
• Mainstay Login

• Who We Are
  • Our Firm
  • Our Principals
  • Our Planning Resource
• What We Do
  • Our Approach
  • Our Services
  • Working With Other Advisors
• Strategic Alliances
• Education
  • In The News
  • Video Learning Library
  • Helpful Links
• Contact Us

Steven Taub (CA Insurance license #0G74400) and David Levee (CA Insurance license #0578378) are agents collectively licensed to sell insurance through New York Life and may be licensed with various other independent unaffiliated insurance companies in the states of AZ, CA, FL, GA, IL, IN, MA, MS, NC, NY, PA, TX, VA, WI. No insurance business may be conducted outside this/these state(s) referenced.

Steven Taub and David Levee are Registered Representatives of and offer 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 CA, FL, IL, NY, WI, TX. No offers may be made or accepted from any resident outside the specific state(s) referenced.

David Levee is also separately registered as an investment adviser representative ("IAR"), under Eagle Strategies LLC, a Registered Investment Adviser, offering advisory services in the states of CA, FL, IL, NY, WI. As such, these services are strictly intended for individuals residing in the states referenced.

Steven Taub and David Levee are Member Agents of The Nautilus Group®, a service of New York Life Insurance Company. Neither The Nautilus Group®, nor its Member Agents, offer legal, tax or accounting advice. Please consult your own legal, tax or accounting professionals before making any decisions.

Back9Strategies is not owned or operated by NYLIFE Securities LLC, or its affiliates.