Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Packard is a financial advisor with Womack Wealth Management, Inc. in Manhattan Beach, California. Christopher has been in the industry since 2000 and has held previous positions with Morgan Stanley and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Christopher is registered with the state of California and holds Series 63, 66 and 7 licenses. Christopher specializes in financial planning, portfolio management for individuals and businesses, and pension consulting.
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.
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.
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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CA
09/21/2017 - Present
Womack Wealth Management, Inc. (MANHATTAN BEACH CA)
CA
10/16/2014 - 09/22/2017
MORGAN STANLEY (LOS ANGELES CA)
CA
11/19/2002 - 04/17/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SAN FRANCISCO CA)
CA
06/12/2000 - 10/16/2002
THOMAS WEISEL PARTNERS LLC (SAN FRANCISCO CA)
BOTH
Issued 11/25/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/07/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/22/2017
SIE - Securities Industry Essentials Examination
BC
Issued 10/16/2014
Series 7 - General Securities Representative Examination
Active
Inactive
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