Unclaimed
Rebecca Chiccino is a registered investment advisor representative with LPL Financial LLC, holding licenses in Massachusetts and South Carolina. Rebecca has over 25 years of experience in the financial services industry, having previously worked for Pershing LLC, MetLife Securities Inc., Walnut Street Securities, Inc., New England Securities, and Metropolitan Life Insurance Company. Rebecca specializes in providing financial planning, portfolio management, and other non-discretionary advisory services for individuals, businesses, and charitable organizations. Rebecca is committed to providing her clients with personalized financial guidance and helping 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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MA
08/31/2020 - Present
LPL Financial LLC (CHARLESTOWN MA)
MA
02/14/2014 - 09/17/2018
PERSHING LLC (QUINCY MA)
MA
08/31/2004 - 05/14/2013
METLIFE SECURITIES INC. (SPRINGFIELD MA)
MA
08/31/2004 - 05/14/2013
WALNUT STREET SECURITIES, INC. (BOSTON MA)
NY
10/08/1993 - 05/14/2013
NEW ENGLAND SECURITIES (NEW YORK NY)
NY
08/31/2004 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BOTH
Issued 10/11/2014
Series 66 - Uniform Combined State Law Examination
IA
Issued 07/31/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/12/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 09/17/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/07/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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