Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Massimo? Claim Your ProfileMassimo Lantieri is a registered investment advisor representative with Symmetry Partners. Massimo is a highly experienced financial professional with a comprehensive understanding of the financial markets. Massimo's expertise includes providing financial advice to a variety of clients including individuals, corporations and investment companies. Massimo is committed to providing personalized financial advice to help clients 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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Sub-advisor
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.
Fee paid for sub-advisor services provided to ria
1
2
CT
04/18/2017 - Present
Symmetry Partners (GLASTONBURY CT)
BC
Issued 12/06/2018
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 04/18/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/28/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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