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Javier Guztavo Orozco

Tamar Securities, LLC

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About Javier Guztavo Orozco

Javier Guztavo Orozco is a registered representative of Tamar Securities, LLC. Javier Guztavo Orozco has been in the financial services industry since 1995. Javier Guztavo Orozco is licensed to provide investment advice in California. Javier Guztavo Orozco specializes in providing financial planning, portfolio management for businesses and individuals, and alternative investments. Javier Guztavo Orozco has also worked for several other financial institutions including TD Ameritrade, Morgan Stanley, and Charles Schwab.

Firm Information

Javier Orozco is currently registered with Tamar Securities, LLC. Tamar Securities, LLC is an investment advisory firm based in Woodland Hills, CA. The firm provides a variety of services including financial planning, pension consulting, portfolio management for individuals and businesses, and selection of other advisors. Tamar Securities manages over $1 billion in assets for over 5,800 clients, including high-net-worth individuals, corporations, and pension and profit sharing plans.
Tamar Securities, LLC

22466 VENTURA BOULEVARD

WOODLAND HILLS, CA 91364

$1.09B

Assets Under Management

Not reported

Total Clients

12

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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alternative investments & professional alliance network

Alternative investments & professional alliance network

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Javier Orozco’s Registration & Firm History

CA

09/28/2021 - Present

Tamar Securities, LLC (WOODLAND HILLS CA)

CA

08/26/2019 - 10/15/2019

MORGAN STANLEY (SHERMAN OAKS CA)

CA

04/30/2019 - 06/07/2019

TD AMERITRADE, INC. (NORTHRIDGE CA)

CA

06/12/2018 - 09/06/2018

UNIONBANC INVESTMENT SERVICES, LLC (GLENDALE CA)

CA

08/02/2007 - 03/09/2018

SCOTTRADE, INC. (VALENCIA CA)

CA

02/28/2006 - 05/21/2007

WELLS FARGO INVESTMENTS, LLC (LOS ANGELES CA)

CA

01/28/2004 - 02/10/2006

TD WATERHOUSE INVESTOR SERVICES, INC. (BEVERLY HILLS CA)

AZ

06/16/2003 - 01/20/2004

COUNTRYWIDE INVESTMENT SERVICES, INC. (CHANDLER AZ)

TX

07/30/2001 - 04/03/2003

CHARLES SCHWAB & CO., INC. (WESTLAKE TX)

NY

01/29/2001 - 07/16/2001

QUICK & REILLY, INC. (NEW YORK NY)

TX

01/11/1994 - 01/18/2001

CHARLES SCHWAB & CO., INC. (WESTLAKE TX)

CA

03/02/1993 - 01/04/1994

KENNEDY, CABOT & CO. (BEVERLY HILLS CA)

NA

07/11/1991 - 10/07/1992

GRIFFIN FINANCIAL SERVICES

NA

03/20/1990 - 04/09/1990

J. W. GANT & ASSOCIATES, INC.

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Licenses & Designations

BOTH

Issued 05/04/2017

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/13/1991

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/06/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/17/1990

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Javier Guztavo Orozco.
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