Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Everest? Claim Your ProfileEverest K y Wong is an investment advisor representative with Tactivest, LLC, a firm based in San Francisco, CA. Everest K y Wong has been in the financial services industry for over 20 years. Everest K y Wong specializes in providing financial planning and portfolio management services to individuals, high-net-worth individuals, charitable organizations, pension and profit-sharing plans, and corporations or other businesses. Everest K y Wong has been registered as an investment advisor representative in California since January 27, 2015. Everest K y Wong has also held prior registrations with several other firms including APW Capital, Inc., LPL Financial LLC, Citigroup Investment Services, WM Financial Services, Inc., and Signator Investors, Inc.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Specialty consulting fees
1
2
CA
01/27/2015 - Present
Tactivest, LLC (SAN FRANCISCO CA)
CA
01/16/2015 - 04/16/2021
APW CAPITAL, INC. (San Francisco CA)
CA
11/23/2005 - 01/23/2015
LPL FINANCIAL LLC (SAN FRANCISCO CA)
NY
02/04/2003 - 11/25/2005
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
CA
04/17/2000 - 01/30/2003
WM FINANCIAL SERVICES, INC. (IRVINE CA)
MA
01/08/1999 - 03/24/2000
SIGNATOR INVESTORS, INC. (BOSTON MA)
IA
Issued 05/08/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/04/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/14/2022
Series 24 - General Securities Principal Examination
BC
Issued 09/14/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/08/2000
Series 7 - General Securities Representative Examination
BC
Issued 01/07/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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