Samuel ChickerellaCRD Number: 1068083
Current Firm: H. Beck, Inc.
Samuel Chickerella (CRD# 1068083) is an Investment Advisor Representative working at H. Beck, Inc. in Powell, OH and has over 17 years of experience in the finance industry. Samuel Chickerella has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Rebel Financial, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Pds Planning Inc.
|H. Beck, Inc.||Rockville, MD||Aug 2006 - Current||11|
|Mosaic Employee Benefits, LLC||Powell, OH||Dec 2004 - Current||13|
|The Lincoln National Life Insurance Company||Columbus, OH||Jan 1998 - Aug 2006||8|
|Lincoln Financial Advisors Corporation||Columbus, OH||Jan 1998 - Aug 2006||8|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 2000|
Total Assets Under Management1,825MILLIONS
Total Number of Accounts10,457ACCOUNTS
Average Account Value$174,531
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KY, LA, MA, MD, ME, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV