Armani Cortez
Investment adviser representative at Principal Advised Services
11 yearsExperience
2 statesRegistered in
$1.4BFirm assets
7 yearsFirm in business
Are you Armani Cortez? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Principal Advised ServicesJul 2024 to now
- Principal Life Insurance CoJul 2024 to now
- Principal SecuritiesJul 2024 to now
- Onedigital Investment Advisors LLCOct 2023 to May 2024
- Gwfs Equities, IncMar 2022 to Oct 2023
- Nationwide Investment Services CorpOct 2018 to Mar 2022
- Tailord MagamentJul 2018 to Oct 2018
- UnemployedMay 2018 to Jul 2018
- Chuy's Tex MexAug 2017 to May 2018
- UnemployedMay 2017 to Aug 2017
- Oreganoe's Pizza BistroJan 2017 to May 2017
- UnemployedDec 2015 to Jan 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2019
- Series 63 · Uniform Securities Agent State Law2019
State registrations
Registered as an investment adviser representative in 2 states (AZ, IA).
Principal Advised Services
Legal name: Principal Advised Services, LLC
$1.4BAssets managed
23,164Clients
231Advisers
7 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7034128
- Firm CRD
- 297324