Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Carroll Packard is a financial advisor with over 30 years of experience in the financial services industry. Matthew Packard is currently registered with William Blair. Matthew Packard has held previous roles at firms such as CHAPDELAINE CORPORATE SECURITIES & CO, UBS SECURITIES LLC, SCHWAB CAPITAL MARKETS L.P., CHARLES SCHWAB & CO., INC., and FIDELITY BROKERAGE SERVICES, INC. Matthew Packard specializes in providing financial advice to individuals, businesses, and pooled investment vehicles. Matthew Packard also provides portfolio management, financial planning, and equity research 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.
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.
Equity research services
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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MA
05/09/2007 - Present
William Blair (BOSTON MA)
MA
10/03/2005 - 04/30/2007
CHAPDELAINE CORPORATE SECURITIES & CO (BOSTON MA)
NY
10/29/2004 - 08/25/2005
UBS SECURITIES LLC (NEW YORK NY)
CT
09/03/2000 - 11/01/2004
SCHWAB CAPITAL MARKETS L.P. (STAMFORD CT)
TX
02/08/2001 - 09/08/2003
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
TX
04/09/1998 - 09/07/2000
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
RI
03/05/1993 - 03/12/1998
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
BC
Issued 03/10/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/14/2006
Series 24 - General Securities Principal Examination
BC
Issued 02/26/1996
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/16/2000
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 10/06/1993
Series 7 - General Securities Representative Examination
BC
Issued 03/03/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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