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PE

Patricia H. Ellison

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CRD#: 251436
PE

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.

Patricia Howe Ellison, who also goes by Patricia M Howe, Patricia Mary Howe, was a registered financial professional .

Patricia is a previously registered financial professional and started their career in finance in 1969. Patricia had worked at 5 firms and has passed the Series 1 and Series 40 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Patricia M Howe | Patricia Mary Howe

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

May 8, 1991 - January 19, 1993

PACIFIC SECURITIES, INC.

BD
CRD#: 6812
SAN FRANCISCO, CA
Past

October 27, 1988 - June 3, 1991

CORPORATE CAPITAL SECURITIES, INC.

BD
CRD#: 22424
Past

January 4, 1984 - October 28, 1987

CORPORATE CAPITAL INVESTMENT ADVISORS

BD
CRD#: 14540
Past

June 6, 1983 - November 20, 1989

PAPAMARKOU WELLNER & CO., INC.

BD
CRD#: 10963
NEW YORK, NY
Past

September 3, 1969 - June 6, 1983

L. F. ROTHSCHILD & CO. INCORPORATED

BD
CRD#: 501

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 1
Date: 1/27/1958
Registered Representative Examination
Principal/Supervisory Exam
RR
Series 40
Date: 8/27/1969
Registered Principal Examination

Current Firm


PS
PACIFIC SECURITIES, INC.
PACIFIC SECURITIES, INC.

CRD#: 6812 / SEC#: , 8-23236

BD
Cancelled by SEC on 02/24/1994
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Contact information


Main Address
Mailing Address
Phone number
Established
California since 01/09/1978
Firm type
Corporation
Fiscal year end
December
# 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


PACIFIC SECURITIES, INC.

CRD#: 6812

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