Unclaimed
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.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
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2
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)
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
Active
Inactive
F
FINRA
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