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Disclosure

Stuart Birkel, and Thomas Raddatz are agents licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in select jurisdictions. Insurance products and services may be offered only in jurisdictions where the agents are properly licensed. State license numbers shown where specifically required. Additional jurisdictions available upon request.
Stuart Birkel (AR Insurance License #2366129) (CA Insurance License #0M27172).
Thomas Raddatz (AR Insurance License #2484144).

As a New York Life Agent, Stuart Birkel is licensed and authorized to offer insurance in California and Arkansas, but WATERSIDE FINANCIAL GROUP, LLC may not be. For additional information on licensure status, please click here for California and/or click here for Arkansas.

As a New York Life Agent, Thomas Raddatz is licensed and authorized to offer insurance in Arkansas, but WATERSIDE FINANCIAL GROUP, LLC may not be. For additional information on Arkansas licensure status, please click here.

The following individuals are Registered Representatives of and offer 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:
Stuart Birkel, 409 Duke St Ste 101, Norfolk, VA 23510, 757-628-1859.
Thomas Raddatz, 409 Duke St Ste 101, Norfolk, VA 23510, 757-628-1876.

Thomas Raddatz is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company. Advisory services are offered only in jurisdictions where the financial adviser and Eagle Strategies LLC are properly registered.

Waterside Financial Group, LLC is not owned or operated by NYLIFE Securities LLC or its affiliates.

Neither Waterside Financial Group, LLC 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.

This website is intended for informational purposes only. Insurance, securities, and advisory products and services are available only in jurisdictions where the applicable representative and entity are properly licensed and registered. No offers may be made or accepted outside those jurisdictions.

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NYLIFE Securities LLC, Member FINRA/SIPC.

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