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Clarissa Tarandy Iannetti

Principal Advised Services

Bluffton, SC

CRD 7621574

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Employer firm

Principal Advised Services CRD 297324

$1.42B regulatory AUM 16,537 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
Principal Advised Services

655 9Th Street, Des Moines, IA 50309 • United States

Current Registrations

AuthorityCategoryStatusDate
IA RA APPROVED 2024-05-30
NC RA APPROVED 2024-05-30
  • IA RA
    APPROVED
    Since 2024-05-30
  • NC RA
    APPROVED
    Since 2024-05-30

Branch Locations

Bluffton, SC • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
University Of Illinois Urbana IL 08/2016 05/2020
Village Of Orland Park Orland Park IL 06/2015 09/2017
Fairlawn Real Estate Champaign IL 03/2019 09/2019
Starwood Retail Partners Chicago IL 01/2020 01/2020
Sands Investment Group Charlotte NC 06/2020 06/2021
Intermark Management Corp Fort Mill SC 07/2021 12/2021
Wood Residential Fort Mill SC 12/2021 05/2022
Associated Staffing Charlotte NC 06/2022 08/2022
Principal Life Insurance Charlotte NC 06/2022 Present
Principal Securities Charlotte NC 08/2022 Present
Principal Advised Services Grover NC 05/2024 Present
  • 08/2016 → 05/2020
    University Of Illinois
    Urbana, IL
  • 06/2015 → 09/2017
    Village Of Orland Park
    Orland Park, IL
  • 03/2019 → 09/2019
    Fairlawn Real Estate
    Champaign, IL
  • 01/2020 → 01/2020
    Starwood Retail Partners
    Chicago, IL
  • 06/2020 → 06/2021
    Sands Investment Group
    Charlotte, NC
  • 07/2021 → 12/2021
    Intermark Management Corp
    Fort Mill, SC
  • 12/2021 → 05/2022
    Wood Residential
    Fort Mill, SC
  • 06/2022 → 08/2022
    Associated Staffing
    Charlotte, NC
  • 06/2022 → Present
    Principal Life Insurance
    Charlotte, NC
  • 08/2022 → Present
    Principal Securities
    Charlotte, NC
  • 05/2024 → Present
    Principal Advised Services
    Grover, NC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-05-29
S63 Uniform Securities Agent State Law Examination 2022-10-01
  • S66 Uniform Combined State Law Examination
    2024-05-29
  • S63 Uniform Securities Agent State Law Examination
    2022-10-01
Other Names
  • Clarissa Tarandy
  • Clarissa Ann Tarandy

View on SEC IAPD

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