Unclaimed
Clarissa Iannetti is an investment advisor representative at Principal Advised Services in Grover, NC. Clarissa has been in the industry since September 2022, and holds a Series 7TO, Series 63, and Series 66 licenses, as well as the SIE. Clarissa has been registered to provide investment advice in all 50 states.
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
NC
05/30/2024 - Present
Principal Advised Services (GROVER NC)
BOTH
Issued 05/29/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/03/2022
Series 7TO - General Securities Representative Examination
BC
Issued 07/19/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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