Unclaimed
Massimiliano Riso is a financial professional with over 10 years of experience in the industry. Massimiliano is currently registered with Truist Securities, Inc. and holds licenses for Series 63, SIE, and Series 79. Massimiliano has a strong track record of success in the financial services industry, having previously worked at Citigroup Global Markets Inc. and PJT Partners LP. Massimiliano is dedicated to providing his clients with the highest level of service and expertise.
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.
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.
1
2
NY
08/16/2024 - Present
Truist Securities, Inc. (NEW YORK NY)
NY
11/12/2021 - 07/26/2024
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
01/24/2019 - 07/01/2021
PJT PARTNERS LP (NEW YORK NY)
NY
11/06/2015 - 02/14/2019
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
09/07/2013 - 10/09/2015
JEFFERIES LLC (NEW YORK NY)
BC
Issued 09/10/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/07/2013
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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