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Armani Cortez

Principal Advised Services

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About Armani Cortez

Armani Cortez is a financial advisor at Principal Advised Services. Armani Cortez is registered in Arizona and Iowa. Armani Cortez has been working in the financial services industry since 2019. Armani Cortez specializes in providing financial advice to individuals and selects other advisors for their clients. Armani Cortez works with clients to develop financial plans and manage their investments.

Firm Information

Armani Cortez is currently registered with Principal Advised Services. Principal Advised Services is a registered investment advisor based in Des Moines, IA. They offer portfolio management for individuals and selection of other advisors. The firm manages $569,489,941 in regulatory assets under management, primarily for individuals other than high-net-worth individuals. They also have a wrap fee program.
Principal Advised Services

655 9TH STREET

DES MOINES, IA 50309

$569.49M

Assets Under Management

1,268

Total Clients

144

Total Financial Advisors

Services Offered

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.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Armani Cortez’s Registration & Firm History

AZ

08/05/2024 - Present

Principal Advised Services (Phoenix AZ)

CO

03/17/2022 - 11/07/2023

EMPOWER FINANCIAL SERVICES, INC. (GREENWOOD VILLAGE CO)

AZ

04/18/2019 - 03/08/2022

NATIONWIDE INVESTMENT SERVICES CORPORATION (Scottsdale AZ)

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Licenses & Designations

BC

Issued 11/26/2019

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 10/04/2019

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/18/2019

SIE - Securities Industry Essentials Examination

BC

Issued 03/08/2019

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Armani Cortez.
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