01 - About me

From experience, I know how best to fix any ugly investment portfolio.

20+ Years Experience
16 State Licenses.

I specialize in transforming underperforming investment portfolios into remarkable success stories. With my extensive expertise, I thrive on working closely with clients who seek to enhance their financial portfolios. By building trust and gaining deep insights into their unique situations, I provide tailored solutions that unlock hidden potential. Embark on a transformative journey with me at Waveedge Investment Broker and let's optimize your investments for remarkable success.

Detailed Report
03 - Working Experience

I have 20 years of experience working with the prestigious firms below.

2017 - Present (7 years)

Wave Edge Financial LLC (CRD# 126182)

INVESTMENT ADVISOR

2012 - 2016 (4 years)

Silvercrest Asset Management (CRD# 118333)

STOCK BROKER

2007 - 2010 (3 years)

Sterling Wealth Advisors (CRD# 269892)

INVESTMENT ADVISOR

2002 - 2005 (3 years)

Everest Capital Management (CRD#:127474)

STOCK BROKER

04 - Qualification Examinations

IA Series 65 - Uniform Investment Adviser Law Examination | [Dec 27,2012]

State Securities Law Exam

B Series 63 - Uniform Securities Agent State Law Examination | [Jul 29,1999]

State Securities Law Exam

SIE - Securities Industry Essentials Examination | [Oct 1, 2018]

General Industry/Products Exam

B SIE - Securities Industry Essentials Examination | [Oct 01,2018]

General Industry/Products Exam

B Series 7 - General Securities Representative Examination | [May 14,2001]
B Series 6 - Investment Company Products/Variable Contracts Representative Examination | [Jul 06,1999]
05 - Client Reviews

Reviews from Happy & Successful Clients

Liat is always ready to help out whenever I'm stuck on any financial situation pertaining to the stock & other markets. She coached me fully for about a year before I started trading multiple portfolios, yet she still helps me understand the general markets and volatility patterns by the day.

Rose D. Williams

I literally didn't know how to move on till I met Liat Eva; I lost about $35k on my investment portfolio and I was really depressed. She simplified and extensively explained a lot of concepts that I mis-understood, and within weeks, I had grasped basic concepts and started accumulating profits faster than ever before.

Gustav Dimitri
06 - Send a Message

Feel free to ask questions
before Investing!