Janet Packard
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Janet Packard, who also goes by Janet Brandt, Janet Denham, was a registered financial professional .
Janet is a previously registered financial professional and started their career in finance in 1979. Janet had worked at 9 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
January 4, 2010 - December 31, 2017
CREATIVE FINANCIAL DESIGNS, INC.
January 4, 2010 - December 31, 2017
CFD INVESTMENTS, INC.
November 13, 2009 - January 7, 2010
PNC WEALTH MANAGEMENT LLC
November 13, 2009 - January 7, 2010
PNC WEALTH MANAGEMENT LLC
September 20, 2000 - November 13, 2009
NATCITY INVESTMENTS, INC.
January 4, 1999 - December 31, 2001
NATCITY INSURANCE SERVICES, INC.
August 3, 1998 - January 4, 1999
IFMG SECURITIES, INC.
May 22, 1996 - August 3, 1998
INDEPENDENT FINANCIAL SECURITIES, INC.
July 14, 1995 - November 13, 2009
NATCITY INVESTMENTS, INC.
January 17, 1983 - July 14, 1995
RAFFENSPERGER, HUGHES & CO., INC.
November 23, 1979 - April 5, 1983
E. Y. DENHAM & COMPANY, INC.
Primary Firm SEC Registration
CREATIVE FINANCIAL DESIGNS, INC.
CRD#: 109032 / SEC#: 801-60153
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
CREATIVE FINANCIAL DESIGNS, INC.
CRD#: 109032 / SEC#: 801-60153
Contact information
SEC notice filing (51 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 14,029 |
| AUM (Assets Under Management) | $ 2,478,773,967 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 11/22/2024 | ||
| 01/05/2024 | ||
| 01/10/2023 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
