Jerold Attento (CRD# 4918269) is an Investment Advisor Representative working at Principal Securities, Inc. in Aventura, FL and has over 18 years of experience in the finance industry.
CRD# 1612984
Genesis Wealth Management, Inc.
CRD# 4778193
Global Wealth Management Investment Advisory, Inc.
CRD# 4563511
Efg Asset Management (americas) Corp.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Pulles And Attento Wealth Management | Aventura, FL | Jul 2019 - Current | 4 |
| Principal Life Insurance Company | Aventura, FL | Feb 2005 - Current | 19 |
| Principal Securities Inc. | Aventura, FL | Feb 2005 - Current | 19 |
| Blue Water Financial Advisors | Aventura, FL | Mar 2021 - Oct 2023 | 2 |
| Financial Resources | Miramar, FL | May 2016 - Jun 2020 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2005 |
| S65 | NASAA Investment Advisors Law Examination | Jul 2008 |
- FL
- TX
-
Total Assets Under Management12,106MILLIONS
-
Total Number of Accounts54,844ACCOUNTS
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Average Account Value$220,730
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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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