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Monica Escobar Rangel

Eagle Strategies LLC

Anaheim, CA

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Current Employers
Eagle Strategies Llc

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-01-01
  • CA RA
    APPROVED
    Since 2025-01-01

Branch Locations

2400 E. Katella Ave Suite 800, Anaheim, CA 92806 • 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
OrganizationCityStateFromTo
New York Life Insurance Brea CA 10/2005 Present
Nylife Securities Inc. New York NY 10/2005 Present
Efficient Financial And Insurance Solutions Anaheim CA 10/2020 Present
Eagle Strategies Llc Brea CA 03/2023 Present
  • 10/2005 → Present
    New York Life Insurance
    Brea, CA
  • 10/2005 → Present
    Nylife Securities Inc.
    New York, NY
  • 10/2020 → Present
    Efficient Financial And Insurance Solutions
    Anaheim, CA
  • 03/2023 → Present
    Brea, CA
Other Businesses

[INSURANCE BROKERING; APPOINTED WITH OUTSIDE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; 1916 N. CLOUD CREST CIRCLE ANHEIM,CA 92807; START DATE: 2/2013; ROLE/TITLE: INSURANCE BROKER; INVESTMENT RELATED; 8 HOURS PER MONTH; 2 HOURS PER MONTH DURING SECURTIES TRADING HOURS] [Social Media Marketing Strategy and Training; Helping Business Owners and Individuals with how to use social media and to create a marketing strategy for their business on line.; 1916 N. cloud crest circle Anaheim, CA 92807; Start Date 03/2018; Role/Title: Consultant; Not Investment Related; 4 hours per month; 0 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF EFFICIENT FINANCIAL AND INSURANCE SOLUTIONS FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; ANAHEIM, CA; START DATE: 10/2020][United Way of Orange County United for Student Success; Non-Profit organization-volunteer as a speaker on programs for education and mentoring of High School Students; 18012 Mitchell S Irvine Ca 92614; Start Date 03/2024; Role/Title: Volunteer; Not Investment Related; 6 hours per month; 0 hours per month during securities trading hours; volunteer at community events, mentor and speak to students about entrepreneurship]

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-03-17
S63 Uniform Securities Agent State Law Examination 2006-04-24
  • S65 Uniform Investment Adviser Law Examination
    2023-03-17
  • S63 Uniform Securities Agent State Law Examination
    2006-04-24
Other Names
  • Monica Peralta Escobar
  • Monica Peralta Escobar
  • Monica Wiese Escobar
  • Monica W Escobar

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