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Elaine Beth Eisner

Eagle Strategies LLC

Beachwood, OH

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Current Employers
Eagle Strategies Llc

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

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2024-09-18
  • OH RA
    APPROVED
    Since 2024-09-18

Branch Locations

3659 Green Road #317, Beachwood, OH 44122 • 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
Nylife Securities Llc Seven Hills OH 02/2012 Present
New York Life Insurance Company Seven Hills OH 10/2007 Present
Eisner Gohn Group Beachwood OH 09/2009 Present
Eagle Strategies Llc Beachwood OH 09/2024 Present
  • 02/2012 → Present
    Nylife Securities Llc
    Seven Hills, OH
  • 10/2007 → Present
    New York Life Insurance Company
    Seven Hills, OH
  • 09/2009 → Present
    Eisner Gohn Group
    Beachwood, OH
  • 09/2024 → Present
    Beachwood, OH
Other Businesses

[INSURANCE BROKERING; APPOINTED WITH OUTSIDE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; DBAE ISNER GOHN GROUP; 3659 GREEN ROAD, SUITE 317 BEACHWOOD, OHIO 44122; 09/2009-PRESENT; INVESTMENT RELATED] [NYLARC Holding Compant, Inc.; Reinsuring the life insurance I write with NYL; 51 Madison Ave New York, NY 10010; Start Date 06/2018; Role/Title: shareholder; Investment Related; 1 hours per month; 1 hours per month during securities trading hours] [Community Fund Management Foundation; Community Fund Management Foundation also known as "CFMF" is a nonprofit, tax-exempt ((501)(c)(3)) foundation that develops and makes available several types of trusts, educational programs, and related services for individuals who are disabled.; 14955 W. Sprague Road, Suite 290 Strongsville, OH 44136; Start Date 04/2017; Role/Title: Officer; Not Investment Related; 8 hours per month; 6 hours per month during securities trading hours; Elected Board Chair 9/14/2023 - manage the Board mtgs, attend committee mtgs, work for ED and AED on Strategic Initiatives Board member attend Board meetings and committee meetings as requested. Provide marketing guidance to promote the non-profit in the special needs community.] [Jewish Federation of Cleveland; Jewish Federation of Cleveland supports Jewish communities locally, nationally and internationally.; 25701 Science Park Dr. Beachwood OH 44122; Start Date 09/2023; Role/Title: Member; Investment Related; 2 hours per month; 1 hours per month during securities trading hours; Chair Professional Advisory Council which is a multi disciplinary "study group" of members from the Jewish community representing insurances, estate planning, tax planning, investments, risk management. Monthly study group meetings on timely topics.. Also provide quatery networking and continuing education by bringing in local and national speakers from various firms.] [National Council of Jewish Women, Cleveland; Chair Investment Committee - Lead the review of the performance and service of our outside money manager current Alliance Bernstein. ; 26055 Emery Rd Cleveland OH 44118; Start Date 01/2020; Role/Title: Chair; Investment Related; 2 hours per month; 2 hours per month during securities trading hours]

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-08-29
S63 Uniform Securities Agent State Law Examination 2019-06-21
  • S65 Uniform Investment Adviser Law Examination
    2024-08-29
  • S63 Uniform Securities Agent State Law Examination
    2019-06-21
Other Names
  • Elaine Walton
  • Elaine Eisner Walton
  • Elaine Eisner
  • Elaine Beth Walton

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