Unclaimed
Christine Mary Womack is a financial advisor with Raymond James Financial Services Advisors, Inc. Christine has been in the financial services industry since 1996. Christine has a Series 63, 65 and 7 license and is also a Registered Options Principal. Christine is registered to provide investment advice in California, Nevada, and Oregon. In addition to being a financial advisor, Christine is also active in the Los Osos community, serving as a member of the Los Osos CSD board. Christine has a diverse range of experience and is committed to providing her clients with personalized financial advice and 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.
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.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
CA
01/03/2025 - Present
Raymond James Financial Services Advisors, Inc. (PISMO BEACH CA)
NY
07/22/1998 - 06/21/2001
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
05/03/1996 - 08/11/1998
H.J. MEYERS & CO., INC. (ROCHESTER NY)
IA
Issued 08/19/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/03/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/23/2003
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/02/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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