Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ellen? Claim Your ProfileEllen Jo Himmel is an Investment Advisor Representative associated with Regatta Capital Group, LLC. Ellen is registered with the state of California and has been in the industry since June 2016. Ellen specializes in working with individuals, high-net-worth individuals, charitable organizations, pension and profit-sharing plans, and corporations or other businesses. Ellen has a Series 65 license and is also the owner of a tax preparation business.
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.
1
2
CA
10/13/2016 - Present
Regatta Capital Group, LLC (EL SEGUNDO CA)
IA
Issued 10/13/2016
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
Not sure Ellen Himmel is the right advisor for you? Invested Better is here to help.
