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Sally Yip Tamano

Gold Coast Securities, Inc.

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About Sally Yip Tamano

Sally Tamano is a registered representative of Gold Coast Securities, Inc. Sally has been in the securities industry since December 20, 1989. Sally is licensed to provide investment advisory and brokerage services in several states. Sally is also qualified to provide financial planning, pension consulting, educational seminars, and market timing services. Sally has experience in portfolio management for individuals and businesses.

Firm Information

Sally Tamano is currently registered with Gold Coast Securities, Inc.. Gold Coast Securities, Inc. is a Corporation based in Florida that was formed in 2001. The firm is registered with the SEC and in 30 states. They have 15 licensed agents, 16 investment adviser representatives, and 16 registered representatives. The firm provides financial planning, pension consulting, educational seminars, and market timing services. They also offer portfolio management for businesses and individuals, as well as selection of other advisors. The firm manages approximately $29.7 million in regulatory assets, with $5.4 million under discretionary management.

$29.72M

Assets Under Management

155

Total Clients

13

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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.

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

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

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Sally Tamano’s Registration & Firm History

CA

12/06/2012 - Present

Gold Coast Securities, Inc. (GOLD RIVER CA)

CA

12/21/1989 - 11/11/2002

LONDON PACIFIC SECURITIES, INC. (SACRAMENTO CA)

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Licenses & Designations

IA

Issued 01/11/1994

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/12/1991

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/31/1993

Series 4 - Registered Options Principal Examination

BC

Issued 08/13/1993

Series 53 - Municipal Securities Principal Examination

BC

Issued 04/02/1990

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 01/02/2023

Series 57TO - Securities Trader Exam

BC

Issued 01/02/2023

Series 52TO - Municipal Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/10/2001

Series 55 - Limited Representative-Equity Trader Exam

BC

Issued 12/16/1989

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Sally Yip Tamano.
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