Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Holly? Claim Your ProfileHolly Perkins is a financial professional with over a decade of experience in the industry. Holly is registered with Assetmark Brokerage, LLC in Arizona. Holly previously worked for Capital Brokerage Corporation and Fidelity Brokerage Services LLC. Holly holds the Series 6, Series 63, and SIE licenses.
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.
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2
AZ
08/15/2014 - Present
Assetmark Brokerage, LLC (Phoenix AZ)
VA
03/08/2010 - 08/15/2014
CAPITAL BROKERAGE CORPORATION (GLEN ALLEN VA)
NC
10/22/2008 - 06/02/2009
FIDELITY BROKERAGE SERVICES LLC (CARY NC)
BC
Issued 12/26/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/21/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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