Jean-paul Atallah (CRD# 5506492) is an Investment Advisor Representative working at Gyl Financial Synergies, LLC in West Hartford, CT and has over 8 years of experience in the finance industry.
CRD# 4837211
Barron Financial Group, LLP
Score
105
CRD# 5030137
Wealthshape LLC
Score
103
CRD# 1613589
Lpl Financial LLC
Score
103
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Gyl Financial Synergies, LLC | West Hartford, CT | Aug 2016 - Current | 1 |
| 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 |
| Td Bank | Southington, CT | Sep 2010 - Apr 2012 | 1 |
| Metlife | Wethersfield, CT | Sep 2009 - Sep 2010 | 1 |
| Unemployed | Wethersfield, CT | Jun 2009 - Jul 2009 | < 1 |
| Metropolitan Life Insurance | Wethersfield, CT | Mar 2009 - May 2009 | < 1 |
| University Of Ct | Storrs, CT | Aug 2005 - Mar 2009 | 3 |
| Ameriprise Financial | Norht Haven, CT | May 2008 - Aug 2008 | < 1 |
| Hillister Co | Waterbury, CT | May 2008 - Aug 2008 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2009 |
- CT
- TX
-
Total Assets Under Management2,867MILLIONS
-
Total Number of Accounts1,245ACCOUNTS
-
Average Account Value$2,302,933
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
CT, MD, TX, VA
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