Chase Di Bella (CRD# 6799849) is an Investment Advisor Representative working at Mutual Of Omaha Investor Services, Inc. in Rosemont, IL and has over 5 years of experience in the finance industry.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 4846117
Hightower Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Mutual Of Omaha Investor Services | Oak Brook, IL | Nov 2017 - Current | 6 |
| Mutual Of Omaha Insurance Company | Oak Brook, IL | Jun 2017 - Current | 6 |
| Unemployed | Dixon, IL | Feb 2017 - May 2017 | < 1 |
| Fifth Third Bank | Dixon, IL | Aug 2016 - Jan 2017 | < 1 |
| Schooling | Amboy, IL | Aug 2001 - Dec 2016 | 15 |
| Sterling Fire Department | Sterling, IL | Aug 2016 - Nov 2016 | < 1 |
| Student | Macomb, IL | Mar 2016 - Jul 2016 | < 1 |
| Fedex Freight | Schaumburg, IL | Jun 2015 - Feb 2016 | < 1 |
| Student | Macomb, IL | Aug 2014 - May 2015 | < 1 |
| Rim Logistics | Roselle, IL | May 2014 - Jul 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2018 |
| S65 | NASAA Investment Advisors Law Examination | Apr 2019 |
- IL
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Total Assets Under Management15MILLIONS
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Total Number of Accounts74ACCOUNTS
-
Average Account Value$209,436
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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