Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Holly? Claim Your ProfileHolly Scott Atallah is an investment advisor representative who works with Broadoak Asset Management, LLC. Holly is a registered investment advisor and is licensed in the state of Maryland. Holly has been in the industry since 2008 and holds Series 7 and Series 65 licenses. Holly also holds a position as a consultant for Palmer Financial in Bethesda, MD, working approximately 50 market hours a month doing accounting work and serving as CFO.
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.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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MD
12/11/2020 - Present
Broadoak Asset Management, LLC (BETHESDA MD)
TX
09/10/2008 - 02/18/2009
ENGLAND SECURITIES, LLC (HOUSTON TX)
IA
Issued 12/11/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/09/2008
Series 7 - General Securities Representative Examination
Active
Inactive
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