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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Benjamin? Claim Your ProfileBenjamin Satterfield is an Investment Advisor Representative at Regatta Capital Group, LLC, located in El Segundo, CA. Benjamin has been in the industry since 2006 and has experience in a number of areas including financial planning, portfolio management for businesses, and portfolio management for individuals. Benjamin is a registered Investment Advisor in Utah.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Coaching services
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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CA
11/30/2022 - Present
Regatta Capital Group, LLC (EL SEGUNDO CA)
CA
03/23/2015 - 09/11/2020
GRIFFIN CAPITAL SECURITIES, LLC (IRVINE CA)
AZ
02/13/2012 - 04/07/2015
COLE CAPITAL CORPORATION (PHOENIX AZ)
AZ
09/27/2007 - 02/03/2012
MFS FUND DISTRIBUTORS, INC. (PHOENIX AZ)
AZ
06/07/2006 - 09/18/2007
CHASE INVESTMENT SERVICES CORP. (PHOENIX AZ)
IA
Issued 10/14/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/20/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/01/2010
Series 7 - General Securities Representative Examination
BC
Issued 06/06/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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