Hay-wan Karen Wong

Secondary phone line: (301) 404-5639

As an experienced financial professional and a veteran in the Greater Washington community, I am dedicated in helping individuals and businesses build their financial futures. I have over 34 years of experience in the insurance and financial services industries. From my years of experience, I have developed a customer-centric approach to my clients. Rather than recommending a random assortment of financial products, I help my clients set investment objectives that are tailored to their specific financial goals. I work with each client individually to help create a strategy before recommending appropriate products and services. Ultimately, I aim to help my clients reach their financial goal.
In addition to financial products, I also offer variable and traditional life insurance and annuity products from a variety of other companies through Equitable Network LLC, an insurance-brokerage affiliate. I am an investment advisor representative of Equitable Advisors and an insurance agent of Equitable Network, LLC (NY, NY 10104). I am also a member of the National Association of Insurance and Financial Advisor (NAIFA). To stay on top of my field and further develop my professional knowledge, I have regularly attended industry trainings and certification programs. My training and certifications include:

• FINRA Securities Registrations: Series 6, Series 7 and Series 65
• The Life Underwriter Training Council Fellow LUTCF*

During my 34-years of tenure at the Equitable organization, I was awarded many times for my excellence in customer service and outstanding performances. My awards include:

The Hall of Fame Medal for qualifying ten times in the National Leader Corps.

• Million Dollar Round Table (MDRT) Qualifying and Life Member, 2006
• Centurion Award, 2001
• Hallmark I Award, 2005
• Hallmark II Award, 2021

I received my BS in Chemistry from Beijing University, China. I value the importance of a strong community. My community services include:

• President ( 1998 to 2000), Beijing University Alumni Association
• Excellent Alumni Volunteer for outstanding service, Beijing University Alumni Association
• Vice President (1998 to 2000), Beijing Association
• Lifetime Advisor, Beijing Association

I am fluent in Mandarin, Cantonese, and English.

*LUTCF is a professional designation of The American College.