Clarissa Iannetti (CRD# 7621574) is an Investment Advisor Representative working at Principal Advised Services in Grover, NC and has 1 year of experience in the finance industry.
CRD# 6172815
Edward Jones
CRD# 6447420
Bna Wealth
CRD# 3103002
Bna Wealth
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Principal Advised Services | Grover, NC | May 2024 - Current | < 1 |
| Principal Securities | Charlotte, NC | Aug 2022 - Current | 1 |
| Principal Life Insurance | Charlotte, NC | Jun 2022 - Current | 2 |
| Associated Staffing | Charlotte, NC | Jun 2022 - Aug 2022 | < 1 |
| Wood Residential | Fort Mill, SC | Dec 2021 - May 2022 | < 1 |
| Intermark Management Corp | Fort Mill, SC | Jul 2021 - Dec 2021 | < 1 |
| Sands Investment Group | Charlotte, NC | Jun 2020 - Jun 2021 | 1 |
| University Of Illinois | Urbana, IL | Aug 2016 - May 2020 | 3 |
| Starwood Retail Partners | Chicago, IL | Jan 2020 - Jan 2020 | < 1 |
| Fairlawn Real Estate | Champaign, IL | Mar 2019 - Sep 2019 | < 1 |
| Village Of Orland Park | Orland Park, IL | Jun 2015 - Sep 2017 | 2 |
| Carl Sandburg High School | Orland Park, IL | Aug 2012 - May 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2022 |
| S66 | NASAA Uniform Combined State Law Examination | May 2024 |
- IA
- NC
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Total Assets Under Management569MILLIONS
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Total Number of Accounts11,801ACCOUNTS
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Average Account Value$48,258
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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