Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jean-paul? Claim Your ProfileJean-paul Atallah is a financial advisor registered with RZH Advisors LLC and has been in the industry for over 12 years. Jean-paul is currently active as an Investment Advisor Representative in Connecticut and Texas. Jean-paul has passed several industry exams including the Series 66, 10, 9, 7 and SIE. Previous employment includes Wells Fargo Advisors Financial Network, LLC, Wells Fargo Advisors, LLC and MetLife Securities Inc. Jean-paul specializes in working with high-net-worth individuals, corporations and individuals other than high-net-worth individuals. RZH Advisors LLC offers a variety of advisory services including portfolio management, financial planning, and selection of other advisors. The firm also provides fee-based and hourly charges for advisory services.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
CT
07/11/2022 - Present
RZH Advisors LLC (STAMFORD CT)
CT
06/18/2014 - 08/02/2016
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (WEST HARTFORD CT)
CT
05/08/2012 - 06/18/2014
WELLS FARGO ADVISORS, LLC (WEST HARTFORD CT)
CT
07/22/2009 - 12/01/2010
METLIFE SECURITIES INC. (WETHERSFIELD CT)
BOTH
Issued 09/04/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/22/2012
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/09/2012
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 08/02/2016
SIE - Securities Industry Essentials Examination
BC
Issued 07/21/2009
Series 7 - General Securities Representative Examination
Active
Inactive
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