Ellis Lora-Arceo

Employer firm

Eagle Strategies LLC CRD 110826

$32.0B regulatory AUM 6,662 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2013 → 05/2017
  Lake Forest College
  Lake Forest, IL
• 06/2017 → 09/2020
  Anixter Inc.
  Glenview, IL
• 06/2020 → Present
  New York Life Insurance Company
  Chicago, IL
• 12/2020 → Present
  Nylife Securities Ll.
  Deerfield, IL
• 11/2022 → Present
  Eagle Strategies Llc
  Chicago, IL
• 09/2023 → Present
  Darinka Lora-Stepan & Associates Financial And Insurance Solutio
  Chicago, IL

Other Businesses

[OPERATING UNDER THE DBA NAME OF DARINKA LORA-STEPAN & ASSOCIATES FINANCIAL AND INSURANCE SOLUTIONS FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES; INVESTMENT RELATED; (ASSOCIATE); (CHICAGO, IL); START DATE: 09/2023]

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-11-26
• S63 Uniform Securities Agent State Law Examination
  2021-02-22