Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Erika? Claim Your ProfileErika Jenkins is a registered Investment Advisor Representative with Regatta Capital Group, LLC. Erika is licensed to provide investment advice in California. Erika has been in the financial industry since 2009, working with clients in a variety of capacities. Erika specializes in providing financial planning, portfolio management, and coaching services to individuals, businesses, and charitable organizations. Erika has worked at Regatta Capital Group since 2017. Erika is dedicated to providing her clients with personalized financial advice and guidance to help them achieve their financial goals.
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
11/18/2020 - Present
Regatta Capital Group, LLC (EL SEGUNDO CA)
IA
Issued 11/18/2020
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
Not sure Erika Jenkins is the right advisor for you? Invested Better is here to help.
