Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Massimigliano? Claim Your ProfileMassimigliano Santo Sasso is a financial advisor who has been working in the industry since 2013. Massimigliano is registered with Capital Group Private Client Services, Inc. in California, Georgia, Illinois, Nevada, New York and Texas. Massimigliano holds Series 66, SIE and Series 7 licenses. Massimigliano has experience working with high-net-worth individuals, charitable organizations, pooled investment vehicles, corporations or other businesses, and pension and profit-sharing plans.
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.
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
CA
07/01/2021 - Present
Capital Group Private Client Services, Inc. (LOS ANGELES CA)
CA
02/12/2013 - 06/28/2019
CNR SECURITIES, LLC (SAN FRANCISCO CA)
BOTH
Issued 05/23/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/11/2013
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Massimigliano Sasso is the right advisor for you? Invested Better is here to help.
