Unclaimed
Sevada Scott Haghverdian is a registered Investment Advisor Representative. Sevada has been working in the financial services industry since 2014. Sevada works at Tactivest, LLC. Sevada provides financial planning and portfolio management services to individuals, charitable organizations, corporations or businesses and pension and profit-sharing plans. Sevada has a specialization in "Special Needs Planning" and "Business Succession Planning". Sevada has worked for several firms including Wayne R. Johnson & Associates PLC, Aspiriant LLC, Pogosian & Company CPA, Golbar & Associates LLP, Opes Advisors LLC and Tactivest, LLC.
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
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2
CA
06/07/2022 - Present
Tactivest, LLC (Beverly Hills CA)
Active
Inactive
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