Stephanie AtallaCRD Number: 4555542
Current Firm: Foresters Advisory Services, LLC
Stephanie Atalla (CRD# 4555542) is an Investment Advisor Representative working at Foresters Advisory Services, LLC in San Jose, CA and has over 14 years of experience in the finance industry.
Altos Investments, Inc.
Meyers Wealth Management
Skyoak Wealth Management, Inc.
|Foresters Advisory Services LLC||San Jose, CA||Feb 2014 - Current||3|
|Foresters Financial||San Jose, CA||May 2002 - Current||14|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 2002|
|S66||NASAA Uniform Combined State Law Examination||Jan 2014|
Total Assets Under Management996MILLIONS
Total Number of Accounts5,500ACCOUNTS
Average Account Value$181,082
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV