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Elisa D Ramos

Eagle Strategies LLC

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About Elisa D Ramos

Elisa D. Ramos is a financial advisor with Eagle Strategies LLC. Elisa has been in the industry since 2016 and has experience with a variety of financial institutions, including Morgan Stanley, Valic Financial Advisors, Inc., AXA Advisors, LLC, and MassMutual Great Lakes. Elisa holds both Series 66 and Series 7 securities licenses as well as the SIE exam. Elisa specializes in financial planning, pension consulting, educational seminars, and portfolio management for individuals. Elisa serves clients who are individuals, high-net-worth individuals, charitable organizations, and corporations or other businesses.

Firm Information

Elisa Ramos is currently registered with Eagle Strategies LLC. Eagle Strategies LLC is an investment advisor headquartered in New York, NY. The firm provides a range of services, including financial planning, pension consulting, educational seminars, and publication of periodicals. They manage assets for individuals, high-net-worth individuals, corporations, and charitable organizations. Eagle Strategies has over 1,998 registered representatives and manages over $20 billion in assets.
Eagle Strategies LLC

2127 UNIVERSITY PARK DRIVE

OKEMOS, MI 48864

$20.36B

Assets Under Management

6,070

Total Clients

2,031

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Elisa Ramos’s Registration & Firm History

MI

08/21/2023 - Present

Eagle Strategies LLC (OKEMOS MI)

MI

11/15/2021 - 07/12/2022

MML INVESTORS SERVICES, LLC (Southfield MI)

MI

09/10/2019 - 11/22/2019

AXA ADVISORS, LLC (OKEMOS MI)

MI

05/22/2018 - 09/19/2019

VALIC FINANCIAL ADVISORS, INC. (AUBURN HILLS MI)

MI

07/22/2016 - 05/24/2018

MORGAN STANLEY (EAST LANSING MI)

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Licenses & Designations

BOTH

Issued 10/5/2016

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/1/2018

SIE - Securities Industry Essentials Examination

BC

Issued 7/21/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Elisa D Ramos.
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