Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Massimo? Claim Your ProfileMassimo Lonetti is a financial advisor who has been in the industry since 2022. He has worked for Ameriprise Financial Services, LLC since June of 2022. Massimo Lonetti is registered as a Broker-Dealer and Investment Advisor Representative and has licenses in all 50 states as well as the District of Columbia. Massimo Lonetti has passed the Series 7TO, SIE, Series 63 and Series 65 exams. Massimo Lonetti specializes in providing a range of services to individual and business clients. These services include portfolio management, financial planning, and pension consulting.
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.
Asset allocation services
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
MN
01/10/2024 - Present
Ameriprise Financial Services, LLC (Minneapolis MN)
IA
Issued 11/16/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/19/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/26/2022
Series 7TO - General Securities Representative Examination
BC
Issued 07/14/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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