Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nathan? Claim Your ProfileNathan Liang Wong is an investment advisor representative with On Investment Management Co.. Nathan has been working in the financial services industry since March 13, 2003. Nathan holds Series 6, 63, and 65 licenses and the SIE designation. Nathan is registered in Alaska, California, Maryland, Montana, New Jersey, New York, Oregon, and Utah. Prior to joining On Investment Management Co., Nathan worked at Questar Capital Corporation and OneAmerica Securities, Inc. Nathan specializes in providing financial planning and investment management services to high net worth individuals, charitable organizations, and pension and profit-sharing plans. Nathan is also a licensed insurance agent and co-owner of Wong Enterprises LLC, a real estate rental company.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Morningstar investment services llc, sei, assetmark, brinker capital, bny mellon advisors, inc, symmetry partners, envestnet
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.
1
2
UT
11/04/2011 - Present
ON Investment Management Co. (SANDY UT)
UT
07/20/2007 - 11/03/2011
QUESTAR CAPITAL CORPORATION (SANDY UT)
UT
03/11/2004 - 07/28/2007
ONEAMERICA SECURITIES, INC. (SALT LAKE CITY UT)
GA
03/13/2003 - 03/10/2004
WORLD GROUP SECURITIES, INC. (DULUTH GA)
IA
Issued 12/12/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/22/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/12/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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