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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John-paul? Claim Your ProfileJohn-paul Kaczor is an investment advisor representative with Regatta Capital Group, LLC. John-paul has been in the financial services industry for over 3 years and has a Series 66, Series 7TO, and SIE licenses. John-paul specializes in providing financial planning services, pension consulting, portfolio management for businesses and individuals, and portfolio management for pooled investment vehicles. John-paul has experience working with high net worth individuals, charitable organizations, pension and profit sharing plans, and corporations or other businesses. John-paul previously worked at Fidelity Brokerage Services LLC and First Command Brokerage Services, Inc.
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
03/22/2024 - Present
Regatta Capital Group, LLC (EL SEGUNDO CA)
CA
06/01/2022 - 04/05/2024
FIDELITY BROKERAGE SERVICES LLC (EL SEGUNDO CA)
CA
12/10/2021 - 03/21/2022
FIRST COMMAND BROKERAGE SERVICES, INC. (Garden Grove CA)
BOTH
Issued 01/12/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/10/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/29/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
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