Unclaimed
Scott Ernest Beck is a registered investment advisor with Chesapeake Investment Management LLC, based in McLean, Virginia. Scott has been in the financial services industry since 1981, previously working at MAP Securities, Inc., USALLIANZ Securities, Inc., and Johnston, Lemon & Co. Incorporated. Scott holds Series 7, 15, 63 and 65 licenses, and provides portfolio management services to individuals, and has a strong focus on working with high-net-worth individuals and charitable organizations. Scott is also a principal at Washington Financial Planners, LLC, a financial planning company.
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.
Personalized portfolio management to meet individual financial objectives.
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.
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2
VA
01/06/2010 - Present
Chesapeake Investment Management LLC (MCLEAN VA)
MD
06/04/2001 - 04/06/2011
MAP SECURITIES, INC. (ROCKVILLE MD)
MN
04/08/1998 - 02/16/2001
USALLIANZ SECURITIES, INC. (MINNEAPOLIS MN)
DC
10/23/1981 - 02/23/1998
JOHNSTON, LEMON & CO. INCORPORATED (WASHINGTON DC)
IA
Issued 11/02/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/30/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/16/1984
Series 15 - Foreign Currency Options Examination
BC
Issued 10/17/1981
Series 7 - General Securities Representative Examination
Active
Inactive
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