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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Samuel? Claim Your ProfileSamuel Allan Chickerella is a financial advisor who has been in the industry since 1982. Samuel Chickerella is currently registered with LPL Financial LLC and has been with the firm since August 2021. Samuel Chickerella has a Series 7 and Series 63 license, as well as the SIE designation. Samuel Chickerella holds the Chartered Financial Consultant designation. Prior to joining LPL Financial LLC, Samuel Chickerella was registered with Lincoln Financial Advisors Corporation and H. Beck, Inc. Samuel Chickerella's area of specialization is in financial planning, portfolio management for individuals and businesses, and selection of other advisors.
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
CA
08/30/2021 - Present
LPL Financial LLC (SAN DIEGO CA)
OH
02/03/2017 - 08/31/2021
LINCOLN FINANCIAL ADVISORS CORPORATION (COLUMBUS OH)
OH
08/15/2006 - 02/07/2017
H. BECK, INC. (POWELL OH)
OH
01/12/1998 - 08/16/2006
LINCOLN FINANCIAL ADVISORS CORPORATION (COLUMBUS OH)
IN
01/12/1998 - 05/31/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
NY
02/23/1987 - 01/26/1998
NEW ENGLAND SECURITIES (NEW YORK NY)
NA
12/21/1982 - 02/25/1987
PENN MUTUAL EQUITY SERVICES, INC.
BC
Issued 05/25/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/18/1982
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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