Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sheila? Claim Your ProfileSheila Marie Amaral is a financial advisor currently registered with TD Private Client Wealth LLC. Sheila has been in the financial services industry since 2000 and has a broad range of experience. Sheila is also registered as an investment advisor representative in both Connecticut and Massachusetts. Sheila has been a part of TD Bank N.A. for over 15 years in various capacities. Sheila has a strong background in investment advising, financial planning, and retirement planning. Sheila helps individuals and families plan for their future.
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.
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
CT
06/09/2023 - Present
TD Private Client Wealth LLC (HARTFORD CT)
CT
05/29/2007 - 09/26/2008
CITIGROUP GLOBAL MARKETS INC. (NEWINGTON CT)
CT
03/07/2007 - 05/29/2007
CITICORP INVESTMENT SERVICES (NEWINGTON CT)
CT
12/18/2000 - 10/04/2006
WEBSTER INVESTMENT SERVICES, INC. (HAMDEN CT)
BOTH
Issued 05/12/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/18/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/22/2001
Series 24 - General Securities Principal Examination
BC
Issued 04/04/2023
Series 7TO - General Securities Representative Examination
BC
Issued 03/06/2023
SIE - Securities Industry Essentials Examination
BC
Issued 12/14/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Sheila Amaral is the right advisor for you? Invested Better is here to help.
