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MP

Massimiliano Pula

MEDIOBANCA SECURITIES USA LLC
New York, NY 10018
Some features on this profile are disabled
CRD#: 5446174
MP

Professional summary


Massimiliano Pula, who also goes by Pula Massimiliano, is a registered financial professional currently at MEDIOBANCA SECURITIES USA LLC located in New York, New York.

Massimiliano is registered as a RR (Registered Representative) and started their career in finance in 2007. Massimiliano has worked at 1 firm and has passed the Series 63, Series 79TO, Series 99TO, SIE, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Pula Massimiliano

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view Massimiliano Pula's CRS (Customer Relationship Summary).

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

December 17, 2007 - Present

MEDIOBANCA SECURITIES USA LLC

Office #1: 1450 Broadway 37th Floor, New York, NY 10018Office #2: 1450 Broadway 37th Floor, New York, NY 10018
BD
CRD#: 143189
New York, NY

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
New York
(7/22/2008)

Exams


State Security Law Exam
RR
Series 63
Date: 7/21/2008
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


MS
MEDIOBANCA SECURITIES USA LLC
MEDIOBANCA SECURITIES USA | MEDIOBANCA SECURITIES USA LLC

CRD#: 143189 / SEC#: , 8-67538

BD
Broker-Dealer Firm Regulated by FINRA (New York district office)
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Contact information


Main Address
1450 Broadway 37th Floor, New York, NY 10018
Mailing Address
1450 Broadway 37th Floor, New York, NY 10018
Phone number
(212) 991-4744
Established
Delaware since 08/23/2006
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (2 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Direct owners and executive officers


NamePositionCRD#
MEDIOBANCA BANCA DI CREDITO FINANZIARIO S.P.A.100% OWNER
ACHZET, DAVID EDWARDCHIEF COMPLIANCE OFFICER1209132
ALMERINI, LOUIS ACHILLEFINOP/PRINCIPAL FINANCIAL OFFICER/PRINCIPAL OPERATIONS OFFICER1605183
PULA, MASSIMILIANOCEO5446174
ROMEO, ROBERTODIRECTOR7640931
ROTUNNO, ANNALISADIRECTOR7640314

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


MEDIOBANCA SECURITIES USA LLC

CRD#: 143189New York, NY 10018

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