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Alexander Financial Group, LLC

Retaining Management

Trace Alexander 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 AL, FL, KY, LA, and OH. No insurance business may be conducted outside the specific states referenced.

*Trace Alexander 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 AL, FL, KY, MS, and TX. No offers may be made or accepted from any resident outside the specific states referenced.

**Trace Alexander is also separately registered as an Investment Adviser Representative, under Eagle Strategies LLC, a Registered Investment Adviser, offering advisory services in the states of AL, FL, KY, MS, and TX. As such, these services are strictly intended for individuals residing in AL, FL, KY, MS, and TX.

Alexander Financial Group, 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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Retaining Management