Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephanie? Claim Your ProfileStephanie Nicole Atalla is a registered representative and investment advisor representative with Ameriprise Financial Services, LLC. Stephanie has been in the financial industry since July 2002. Stephanie is registered in 16 states. Stephanie specializes in asset allocation, financial planning, pension consulting, educational seminars, portfolio management for businesses, and portfolio management for individuals. Stephanie is also a real estate owner.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Asset allocation services
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
CA
07/30/2018 - Present
Ameriprise Financial Services, LLC (San Jose CA)
CA
07/01/2002 - 08/01/2018
FORESTERS FINANCIAL SERVICES, INC. (SAN JOSE CA)
BOTH
Issued 01/10/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/10/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/09/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/03/2006
Series 7 - General Securities Representative Examination
BC
Issued 06/28/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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