Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chloe? Claim Your ProfileChloe Barnett is a financial advisor currently registered with Regatta Capital Group, LLC. Chloe has a strong track record in the financial services industry and is committed to helping her clients achieve their financial goals. Chloe is a Certified Financial Planner and holds the Series 7TO, Series 63 and Series 66 licenses. Chloe has experience working with high-net-worth individuals, corporations and other businesses, charitable organizations, and pooled investment vehicles. Chloe offers a range of services including financial planning, portfolio management, coaching, and pension consulting. Chloe previously worked at Fidelity Brokerage Services LLC.
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
01/01/2025 - Present
Regatta Capital Group, LLC (EL SEGUNDO CA)
CA
05/20/2020 - 10/29/2021
FIDELITY BROKERAGE SERVICES LLC (IRVINE CA)
BOTH
Issued 09/01/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/18/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/19/2020
Series 7TO - General Securities Representative Examination
BC
Issued 02/03/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
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