Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elaine? Claim Your ProfileElaine Eisner is a financial professional with over 27 years of experience in the financial services industry. Elaine is currently registered with Eagle Strategies LLC, an investment advisor firm based in New York, NY. Elaine holds numerous industry certifications, including Series 6, 7, 8, 14, 24, 53, 63, and 65 licenses. Elaine specializes in providing financial planning, pension consulting, educational seminars, and portfolio management services to individuals, corporations, and charitable organizations. Elaine also serves as the Chair of the Investment Committee for the National Council of Jewish Women, Cleveland.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
OH
09/18/2024 - Present
Eagle Strategies LLC (BEACHWOOD OH)
OH
05/06/1996 - 04/03/2003
MCDONALD INVESTMENTS INC. (CLEVELAND OH)
OH
06/28/1995 - 05/07/1996
KEY INVESTMENTS INC. (CLEVELAND OH)
IA
Issued 08/29/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/21/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/25/1997
Series 14 - Compliance Officer Examination
BC
Issued 09/30/1996
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 03/06/1996
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/18/1995
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/31/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 06/27/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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