Patrick L. Sizemore
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.
Patrick Lee Sizemore was a registered financial professional .
Patrick is a previously registered financial professional and started their career in finance in 1982. Patrick had worked at 7 firms and has passed the Series 63, 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
March 27, 1991 - December 14, 1994
PACIFIC HARBOR SECURITIES, INC.
October 24, 1989 - March 31, 2022
STRATEGIC WEALTH MANAGEMENT INC
June 23, 1987 - February 19, 1991
RAYMOND JAMES FINANCIAL SERVICES, INC.
November 1, 1984 - February 6, 1987
SENTRA SECURITIES CORPORATION
December 5, 1983 - November 30, 1984
VALUE EQUITIES CORPORATION
October 12, 1982 - December 9, 1983
ANCHOR NATIONAL FINANCIAL SERVICES, INC.
June 29, 1982 - November 23, 1982
SOUTHMARK FINANCIAL SERVICES, INC.
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
PACIFIC HARBOR SECURITIES, INC.
CRD#: 8755 / SEC#: , 8-26127
Contact information
Documents
Disclosures
| Regulatory Event | 4 |
| Bond | 1 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
