Unclaimed
Lino Manuel Amaral is a financial professional with over 20 years of experience in the financial services industry. Currently, Lino is registered with State Farm Investment Management Corp. and is located in Pinole, CA. Lino has a diverse background in financial services, including experience with Morgan Stanley DW Inc. and Luso-American Financial. Lino holds a variety of licenses and certifications, including Series 7, Series 63, Series 66, Series 31, and SIE. In addition to his role at State Farm Investment Management Corp., Lino is also the owner and agent of Lino Amaral's Insurance Agency, providing insurance services to clients in the Pinole area. Lino is committed to providing his clients with personalized financial advice and guidance to help 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.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
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2
CA
12/08/2023 - Present
State Farm Investment Management Corp. (Pinole CA)
NY
05/02/2001 - 05/22/2002
MORGAN STANLEY DW INC. (PURCHASE NY)
BC
Issued 02/21/2024
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 06/01/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/19/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 08/30/2023
SIE - Securities Industry Essentials Examination
BC
Issued 06/15/2001
Series 31 - Futures Managed Funds Examination
BC
Issued 05/01/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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