Jeffrey Ransenberg

Current Employers

Eagle Strategies Llc

51 Madison Avenue 12Th Floor, New York, NY 10010 • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2006-12-13

CA RA
APPROVED

Since 2006-12-13

Branch Locations

2815 Townsgate Road Suite 145, Westlake Village, CA 91361 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
New York Life Ins. Co.	Woodland Hills	CA	10/1998	Present
Nylife Securities Inc.	Woodland Hills	CA	10/1998	Present
Ransenbergfinancial & Insurance Services	Woodland Hills	CA	03/2008	Present
Eagle Strategies Llc	West Lake Village	CA	12/2006	Present

10/1998 → Present

New York Life Ins. Co.

Woodland Hills, CA
10/1998 → Present

Nylife Securities Inc.

Woodland Hills, CA
03/2008 → Present

Ransenbergfinancial & Insurance Services

Woodland Hills, CA
12/2006 → Present

Eagle Strategies Llc

West Lake Village, CA

Other Businesses

I AM APPOINTED WITH VARIOUS OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS UNDER DBA RANSENBERG FINANCIAL & INSURANCE SERVICES. EAGLE STRATEGIES AFFLIATION INVESTMENT RELATED 12/13/2006 TO PRESENT STATES: CA, AZ, CT, NJ, NV FEE-BASED FINANCIAL PLANNING, FINANCIAL PLANNING SEMINARS, INVESTMENT ADVISORY SERVICES

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2006-12-08
S63	Uniform Securities Agent State Law Examination	1999-01-15

S65 Uniform Investment Adviser Law Examination

2006-12-08
S63 Uniform Securities Agent State Law Examination

1999-01-15

Other Names

Jeffrey Ransenberg

View on SEC IAPD

Current Employers

Eagle Strategies Llc

Disclosures

Employment History

Other Businesses

Exams

Other Names

Other Firms

Other Investors

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