Unclaimed
Massimo Roberto Chiodi is a financial advisor currently affiliated with KPG Capital Partners, LLC. Massimo has been in the financial services industry since 2006. Massimo holds the Series 7, Series 66, Series 79TO and SIE securities licenses as well as the Series 30 principal license. Massimo is registered with FINRA as an investment advisor in 51 states and the District of Columbia. Massimo was previously employed with APB Financial Group, LLC in Park City, UT.
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
UT
07/11/2013 - Present
KPG Capital Partners, LLC (PARK CITY UT)
UT
10/12/2006 - 06/17/2013
APB FINANCIAL GROUP, LLC (PARK CITY UT)
BOTH
Issued 05/09/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/15/2018
Series 30 - NFA Branch Manager Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/11/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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