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Ella Jeanette Plotkin-Oren

Eagle Strategies LLC

Berkeley, CA

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Current Employers
Eagle Strategies Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-02-04
CA RA APPROVED 2025-02-24
  • TX RA
    APPROVED
    Since 2026-02-04
  • CA RA
    APPROVED
    Since 2025-02-24

Branch Locations

821 Delaware Street, Berkeley, CA 94710 • 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
Tpo Financial & Insurance Services Berkeley CA 09/2023 Present
University Of California, Berkeley Berkeley CA 08/2020 06/2024
The London School Of Economics And Political Science London 09/2022 06/2023
El Cerrito High School El Cerrito CA 08/2016 06/2020
Unemployed El Cerrito CA 06/2020 08/2020
New York Life Insurance Company New York City NY 06/2023 08/2023
Nylife Securities Llc Berkeley CA 10/2024 Present
Eagle Strategies Llc Berkeley CA 02/2025 Present
  • 09/2023 → Present
    Tpo Financial & Insurance Services
    Berkeley, CA
  • 08/2020 → 06/2024
    University Of California, Berkeley
    Berkeley, CA
  • 09/2022 → 06/2023
    The London School Of Economics And Political Science
    London
  • 08/2016 → 06/2020
    El Cerrito High School
    El Cerrito, CA
  • 06/2020 → 08/2020
    Unemployed
    El Cerrito, CA
  • 06/2023 → 08/2023
    New York Life Insurance Company
    New York City, NY
  • 10/2024 → Present
    Nylife Securities Llc
    Berkeley, CA
  • 02/2025 → Present
    Eagle Strategies Llc
    Berkeley, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-02-14
  • S66 Uniform Combined State Law Examination
    2025-02-14

View on SEC IAPD

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Other Offices

BLUME CAPITAL MANAGEMENT, INC. · BERKELEY, CA
FUTURE FRONTIER CAPITAL, LLC · BERKELEY, CA
VOLEON CAPITAL MANAGEMENT LP · BERKELEY, CA
CITIGROUP GLOBAL MARKETS INC. · Berkeley, CA
Z21 VENTURES MANAGEMENT COMPANY, LLC · BERKELEY, CA
STRATEGIC ADVISERS LLC · BERKELEY, CA
LPL FINANCIAL LLC · BERKELEY, CA
CHARLES SCHWAB & CO., INC. · Berkeley, CA

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