Unclaimed
Pasquale Reale is a financial professional with over 30 years of experience in the industry. Pasquale is registered with State Farm Investment Management Corp. and has a Series 6, Series 26, Series 63, and Series 65 licenses. Pasquale holds a Chartered Financial Consultant designation and is active in providing investment advice to individuals and investment companies. Pasquale specializes in investment company products and variable contracts. Pasquale is also the owner of Lino Reale Insurance Agency, a State Farm Insurance agency.
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.
1
2
NY
03/31/2023 - Present
State Farm Investment Management Corp. (Macedon NY)
NY
12/01/1999 - 02/05/2007
LIBERTY LIFE SECURITIES LLC (ROCHESTER NY)
NY
03/02/1993 - 12/01/1999
LIBERTY SECURITIES CORPORATION (PURCHASE NY)
IA
Issued 02/21/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/17/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/08/2000
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/25/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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