Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amauri? Claim Your ProfileAmauri Leo Do carmo is a financial advisor currently registered with LPL Financial LLC. Amauri has been working in the financial services industry since February 18, 2005. Amauri is licensed in both California and Texas. Amauri holds several licenses, including Series 63, 66, and 7. Amauri has previously worked for Foresters Equity Services, Inc., Chase Investment Services Corp., National Planning Corporation, and Edward Jones.
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
04/18/2017 - Present
LPL Financial LLC (YORBA LINDA CA)
CA
06/08/2011 - 04/03/2017
FORESTERS EQUITY SERVICES, INC. (SAN DIEGO CA)
CA
04/07/2010 - 02/01/2011
CHASE INVESTMENT SERVICES CORP. (FOUNTAIN VALLEY CA)
CA
05/12/2006 - 04/07/2010
NATIONAL PLANNING CORPORATION (IRVINE CA)
MO
04/03/2003 - 10/27/2004
EDWARD JONES (ST. LOUIS MO)
BOTH
Issued 06/08/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/04/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/01/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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