Javier Guztavo Orozco
Investment adviser representative at Tamar Securities, LLC
19 yearsExperience
1 stateRegistered in
$1.5BFirm assets
16 yearsFirm in business
Are you Javier Guztavo Orozco? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
19 years in the industry.
- Purshe Kaplan Sterling InvestmentsOct 2021 to now
- Tamar Securities, LLCSep 2021 to now
- UnemployedOct 2019 to Sep 2021
- Morgan StanleyAug 2019 to Oct 2019
- TD AmeritradeApr 2019 to Jun 2019
- Quiktrak InkNov 2018 to Apr 2019
- UnemployedSep 2018 to Apr 2019
- Unionbanc Investment ServicesJun 2018 to Sep 2018
- UnemployedMar 2018 to Jun 2018
- Scottrade, Inc.Jul 2007 to Mar 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law1991
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 1 state (CA).
Tamar Securities, LLC
$1.5BAssets managed
4,219Clients
16Advisers
16 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1986656
- Firm CRD
- 153991