Unclaimed
Kathleen Manapat is a registered representative with Broadoak Partners, LLC. Kathleen is licensed to conduct business in Maryland. Kathleen holds the Series 79TO and SIE licenses. Kathleen began her career in the financial services industry in May 2022 and is an active representative of Broadoak Partners, LLC.
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
CA
05/16/2022 - Present
Broadoak Partners, LLC (BRISBANE CA)
BC
Issued 05/14/2022
SIE - Securities Industry Essentials Examination
BC
Issued 01/26/2022
Series 79TO - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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