Jean-paul Atallah (CRD# 5506492) is an Investment Advisor Representative working at Rzh Advisors LLC in Stamford, CT and has over 14 years of experience in the finance industry.
CRD# 2708116
Park Avenue Securities LLC
CRD# 811927
Cetera Investment Advisers LLC
CRD# 5473273
American Portfolios Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Rzh Advisors LLC | Stamford, CT | Jun 2022 - Current | 1 |
| Gyl Financial Synergies, LLC | West Hartford, CT | Aug 2016 - Jun 2022 | 5 |
| Wells Fargo Advisors Financial Network, LLC | West Hartford, CT | Jun 2014 - Aug 2016 | 2 |
| Wells Fargo Advisors LLC | Hartford, CT | Apr 2012 - Jun 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2009 |
- CT
- TX
-
Total Assets Under Management1,718MILLIONS
-
Total Number of Accounts1,438ACCOUNTS
-
Average Account Value$1,194,734
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CA, CT, DC, FL, IL, MA, MD, NC, NH, NJ, NY, RI, TX, VA, WA
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