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Kingsley Wong

Tamar Securities, LLC

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About Kingsley Wong

Kingsley Wong is a Registered Representative at Tamar Securities, LLC. Kingsley Wong is currently registered with the state of California and has been in the industry for 10 years. Kingsley Wong is a licensed investment advisor and has passed the Uniform Combined State Law Examination (Series 66) and has specializations in 1, 2, 4, 5, and 6. Kingsley Wong is the Director of Trading and Compliance at Tamar Securities, LLC. Kingsley Wong also owns a residential rental property and serves as a non-public arbitrator with FINRA.

Firm Information

Kingsley Wong 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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Kingsley Wong’s Registration & Firm History

CA

09/16/2024 - Present

Tamar Securities, LLC (WOODLAND HILLS CA)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kingsley Wong.
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