Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kirk? Claim Your ProfileKirk Tang is a registered investment advisor representative with Osaic Wealth, Inc., based in Folsom, CA. Kirk has been in the financial services industry since 1992 and holds the Series 7, Series 63, and Series 65 licenses. Kirk Tang offers a variety of financial advisory services including financial planning, portfolio management, and educational seminars. Kirk Tang specializes in working with individuals, corporations, and pension and profit-sharing plans. Prior to joining Osaic Wealth, Inc., Kirk Tang was associated with Securities America, Inc., Brecek & Young Advisors, Inc., and Bankoh Investment Services, Inc. Kirk Tang has also been active in the community as a property manager and insurance agent.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
1
2
CA
06/14/2024 - Present
Osaic Wealth, Inc. (FOLSOM CA)
HI
01/23/2009 - 06/14/2024
SECURITIES AMERICA, INC. (HONOLULU HI)
HI
09/23/2005 - 01/23/2009
BRECEK & YOUNG ADVISORS, INC. (HONOLULU HI)
HI
09/25/1995 - 09/27/2005
BANKOH INVESTMENT SERVICES, INC. (HONOLULU HI)
NY
12/15/1992 - 09/20/1995
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 03/01/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/09/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/05/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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