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Mitchell Hirsch

43 Years of Experience
Coral Springs, FL
4 DisclosuresBrokerSells Insurance
View SEC Summary
View SEC Summary

Mitchell Hirsch is a registered investment advisor, based in Coral Springs, FL, with 43 years of industry experience. Mitchell is also registered as a broker, so some compensation may come from commissions on products sold.

Location

5521 N.University Drive, Suite 103, Coral Springs, FL, 33076

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History

Regulatory History (4)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
January 2004
Denied
Customer Dispute
September 2002
Closed-No Action
Customer Dispute
March 1999
Denied
Customer Dispute
October 1993
Settled
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Mitchell is insurance licensed, dedicating about 10% of his time to this activity. He is also a board member of the Broward County Gator Club, spending a few hours per week, and an investment adviser representative with MGO One Seven LLC, spending nearly full-time hours. Additionally, he is a registered representative with Fortune Financial Services, Inc., spending a few hours per week.

Employment History
Current Registrations
Fortune Financial Services, INC.Broker
January 2020 - Present · 6 yrs 9 mos
Fortune Financial Services, INC.
January 2020 - Present · 6 yrs 9 mos
Oneseven
June 2018 - Present · 8 yrs 4 mos
Previous Registrations
Hayden Royal
January 2017 - July 2018 · 1 yr 6 mos
International Assets Advisory, LLCBroker
January 2017 - January 2020 · 3 yrs
Wells Fargo Advisors Financial Network, LLC
October 2013 - January 2017 · 3 yrs 3 mos
Wells Fargo Advisors Financial Network, LLCBroker
October 2013 - January 2017 · 3 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
January 2012 - October 2013 · 1 yr 9 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
December 2011 - October 2013 · 1 yr 10 mos
Morgan Keegan & Company, INC.
March 2010 - December 2011 · 1 yr 9 mos
Morgan Keegan & Company, INC.Broker
March 2010 - December 2011 · 1 yr 9 mos
Oppenheimer & CO. INC.
April 2008 - March 2010 · 1 yr 11 mos
Oppenheimer & CO. INC.Broker
April 2008 - March 2010 · 1 yr 11 mos
A & J Advisory Services, LLC
March 2008 - April 2008 · 1 mo
Lebenthal & CO., LLCBroker
February 2008 - April 2008 · 2 mos
Alexandra & James CO.
March 2007 - March 2008 · 1 yr
Alexandra & James CO.Broker
March 2007 - March 2008 · 1 yr
Mid Atlantic Financial Management, INC.
August 2004 - March 2007 · 2 yrs 7 mos
Mid Atlantic Capital CorporationBroker
August 2004 - March 2007 · 2 yrs 7 mos
Wachovia Securities, LLC
October 1999 - August 2004 · 4 yrs 10 mos
Wachovia Securities, LLCBroker
October 1999 - August 2004 · 4 yrs 10 mos
First Union Capital Markets CORP.Broker
January 1999 - October 1999 · 9 mos
Salomon Smith Barney INC.Broker
April 1994 - January 1999 · 4 yrs 9 mos
Painewebber IncorporatedBroker
November 1990 - April 1994 · 3 yrs 5 mos
Prudential-Bache Securities INC.Broker
April 1987 - November 1990 · 3 yrs 7 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 1984 - April 1987 · 2 yrs 7 mos
J. B. Hanauer & CO.Broker
July 1983 - September 1984 · 1 yr 2 mos
State Registrations12 states
AZCACOCTFLGAILMDNCNJNYTX
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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Mitchell Hirsch - Financial Advisor | TrueAdvisor