ATLAS FINANCIAL STRATEGIES, LLC
PACE, FLORIDA

ATLAS FINANCIAL STRATEGIES, LLC, Pace

In the normal course of business we collect: Data about your transactions (such as the products you purchase and your account status); Health information collected with your permission when you apply for products like life insurance or long-term care insurance. New York Life may share the information we collect about you as allowed by law, including for normal business administration and related business services. The information may be shared: With non-affiliates, such as banks, third parties that perform research and marketing functions for us or service providers that help us process transaction or service your accounts. Our service providers may include New York Life agents, billing, printing and mail service companies. If you are an investment advisory services customer, we may share your information with third parties who help us service your investment and financial planning needs. Within the New York Life Family of Companies to let you know about our products and services. The information we share may include household and financial data. With non-affiliated companies with which we have joint agreements, such as banks, credit card issuers and online services, to offer you their products and services. The information we share may include name, address and information about your transactions with us. With your agent and his or her new company if your agent leaves the New York Life Family of Companies. We may share your name, address and information about your New York Life products so that your agent can continue to service your needs. The choice you make will apply to all the products your purchased from the New York Life Family of Companies. If one joint owner tells us not to share information, that choice will also apply to the other owner(s). Andrew Martin is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent insurance companies in the states of FL, AL, TX. No insurance business may be conducted outside of these states referenced. Andrew Martin is a Registered Representative of and offers securities products and services through NYLIFE Securities LLC, Member Andrew Martin is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent insurance companies in the states of FL, AL, TX. No insurance business may be conducted outside of these states referenced. Andrew Martin is a Registered Representative of and offers securities products and services through NYLIFE Securities LLC, Member Andrew Martin is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent insurance companies in the states of FL, AL, TX. No insurance business may be conducted outside of these states referenced. Andrew Martin is a Registered Representative of and offers securities products and services through NYLIFE Securities LLC, Member

KEY FACTS ABOUT ATLAS FINANCIAL STRATEGIES, LLC

Company name
ATLAS FINANCIAL STRATEGIES, LLC
Status
Active
Filed Number
M14000009087
FEI Number
47-3511029
Date of Incorporation
December 16, 2014
Age - 10 years
Home State
WY
Company Type
Foreign Limited Liability

CONTACTS

Website
http://atlasfinancialstrategies.com
Phones
(850) 542-4803
(251) 460-4606
(800) 695-4331

ATLAS FINANCIAL STRATEGIES, LLC NEAR ME

Principal Address
3312 Berkshire Dr.,
Pace,
FL,
32571,
US

See Also

Officers and Directors

The ATLAS FINANCIAL STRATEGIES, LLC managed by the two persons from Pace on following positions: Manager, MBR

Andrew Martin

Position
Manager Active
From
Pace, 32571

Andrew Martin

Position
MBR Active
From
Pace, 32571





Registered Agent is Benjamin L Alexander

From
PENSACOLA, 32502

Annual Reports

2023
March 9, 2023
2022
January 24, 2022