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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Russell? Claim Your ProfileRussell Ralph Mohberg is an investment advisor representative associated with Regatta Capital Group, LLC. He is registered with the state of California and Texas and is licensed as a Series 63 and Series 65 as well as a Series 7. Russell is a Certified Financial Planner and specializes in financial planning, portfolio management, and pension consulting. Prior to joining Regatta Capital Group, LLC in November 2007, he was employed by Purshe Kaplan Sterling Investments in El Segundo, California and Edward Jones in Pacific Palisades, California.
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
11/19/2019 - Present
Regatta Capital Group, LLC (EL SEGUNDO CA)
CA
11/12/2007 - 11/15/2010
PURSHE KAPLAN STERLING INVESTMENTS (EL SEGUNDO CA)
CA
04/17/2001 - 11/14/2007
EDWARD JONES (PACIFIC PALISADES CA)
IA
Issued 05/30/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/19/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/16/2001
Series 7 - General Securities Representative Examination
Active
Inactive
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