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PS

Pauletta M. Sypert

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CRD#: 1289723
PS

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.

Pauletta Mae Sypert, who also goes by Pauletta M Morris, was a registered financial professional .

Pauletta is a previously registered financial professional and started their career in finance in 1984. Pauletta had worked at 1 firm and has passed the Series 22 and Series 39 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Pauletta M Morris

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

August 23, 1984 - March 31, 1990

HIGHSMITH SECURITIES CORPORATION

BD
CRD#: 13016

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


General Industry/Product Exam
RR
Series 22
Date: 8/22/1984
Direct Participation Programs Representative Examination
Principal/Supervisory Exam

Current Firm


HS
HIGHSMITH SECURITIES CORPORATION
HIGHSMITH SECURITIES CORPORATION

CRD#: 13016 / SEC#: , 8-28440

BD
Terminated by FINRA on 04/12/1990
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Contact information


Main Address
Mailing Address
Phone number
Established
California since 09/29/1982
Firm type
Corporation
Fiscal year end
# of Employees

Documents


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.

Company Information


HIGHSMITH SECURITIES CORPORATION

CRD#: 13016

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