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FS

Frank S. Smith

PACIFIC INVESTMENT SECURITIES
Portland, OR 97219
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CRD#: 427565
FS

Professional summary


Frank Scott Smith is a registered financial professional currently at PACIFIC INVESTMENT SECURITIES CORP. located in Portland, Oregon.

Frank is registered as a RR (Registered Representative) and started their career in finance in 1973. Frank has worked at 8 firms and has passed the Series 63, Series 7TO, Series 99TO, SIE, Series 1, Series 24 and Series 4 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

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) - BD


Click below to view Frank Scott Smith's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

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


Current

December 11, 1990 - Present

PACIFIC INVESTMENT SECURITIES CORP.

Office #1: 1837 S Palatine Hill Rd, Portland, OR 97219Office #2: 1837 S Palatine Hill Rd, Portland, OR 97219
BD
CRD#: 16339
Portland, OR
Past

October 22, 1985 - December 18, 1990

BAYVIEW SECURITIES INC.

BD
CRD#: 16454
Past

January 28, 1985 - December 6, 1985

GENERAL AMERICAN SECURITIES, INC.

BD
CRD#: 10668
Past

May 6, 1981 - December 27, 1984

OMEGA NORTHWEST, INC.

BD
CRD#: 8630
Past

October 16, 1975 - June 10, 1981

MARQUAM CAPITAL CORPORATION

BD
CRD#: 5669
Past

September 2, 1975 - November 8, 1975

BIRR, WILSON & CO., INC.

BD
CRD#: 93
Past

November 5, 1974 - August 31, 1975

MARQUAM CAPITAL CORPORATION

BD
CRD#: 5669
Past

November 7, 1973 - November 15, 1974

DON SLOAN & CO

BD
CRD#: 1000002
Past

October 2, 1973 - December 19, 1973

GRIFFON MAY, INC.

BD
CRD#: 1378

State Registrations and Notice Filings


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

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Oregon
(1/2/1991)

Exams


State Security Law Exam
RR
Series 63
Date: 12/14/1983
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 1/2/2023
General Securities Representative Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
General Industry/Product Exam
RR
Series 1
Date: 9/28/1973
Registered Representative Examination
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


PI
PACIFIC INVESTMENT SECURITIES CORP.
E. BARNES & COMPANY | PACIFIC INVESTMENT SECURITIES CORP.

CRD#: 16339 / SEC#: , 8-33746

BD
Broker-Dealer Firm Regulated by FINRA (Denver district office)
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Contact information


Main Address
1837 S Palatine Hill Rd, Portland, OR 97219
Mailing Address
21 Sovereign Way, Hutchinson Island, FL 34949
Phone number
(954) 304-4708
Established
Oregon since 02/15/1985
Firm type
Corporation
Fiscal year end
March
Firm Size
Small
# of Employees

FINRA licenses (3 States and Territories)


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Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
LARDINO, FRANK ARTHURPRESIDENT, CCO4104690
CIANTRO, PHILIPFINOP2350685

Disclosures


Regulatory Event1

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 INVESTMENT SECURITIES CORP.

CRD#: 16339Portland, OR 97219

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