Unclaimed
Mitchell Howard Hirsch is a financial advisor with over 38 years of experience in the financial services industry. He is currently registered with Oneseven and has previously worked for other firms such as Wells Fargo Advisors, International Assets Advisory, LLC, and Merrill Lynch. Mitchell has a broad range of experience working with a diverse clientele including individuals, corporations, charitable organizations, and trusts. Mitchell’s expertise includes financial planning, portfolio management, and investment advisory services. He has provided advice and services to clients in Florida and various other states including Arizona, California, Colorado, Connecticut, Georgia, Illinois, Maryland, New Jersey, New York, and North Carolina.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Solicitors' fees for referrals to other money managers
1
2
FL
07/26/2021 - Present
Oneseven (Coral Springs FL)
FL
01/19/2017 - 01/15/2020
INTERNATIONAL ASSETS ADVISORY, LLC (CORAL SPRINGS FL)
FL
10/23/2013 - 01/18/2017
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (CORAL SPRINGS FL)
FL
12/01/2011 - 10/24/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CORAL SPRINGS FL)
FL
03/01/2010 - 12/01/2011
MORGAN KEEGAN & COMPANY, INC. (CORAL SPRINGS FL)
FL
04/22/2008 - 03/08/2010
OPPENHEIMER & CO. INC. (CORAL SPRINGS FL)
FL
02/05/2008 - 04/28/2008
LEBENTHAL & CO., LLC (CORAL SPRINGS FL)
FL
03/02/2007 - 03/04/2008
ALEXANDRA & JAMES CO. (CORAL SPRINGS FL)
FL
08/18/2004 - 03/06/2007
MID ATLANTIC CAPITAL CORPORATION (CORAL SPRINGS FL)
MO
10/01/1999 - 08/26/2004
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NC
01/20/1999 - 10/01/1999
FIRST UNION CAPITAL MARKETS CORP. (CHARLOTTE NC)
NY
04/23/1994 - 01/14/1999
SALOMON SMITH BARNEY INC. (NEW YORK NY)
NJ
11/08/1990 - 04/11/1994
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
04/13/1987 - 11/16/1990
PRUDENTIAL-BACHE SECURITIES INC. (NEW YORK NY)
NA
09/18/1984 - 04/27/1987
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
NA
07/21/1983 - 09/07/1984
J. B. HANAUER & CO.
IA
Issued 02/20/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/14/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/11/1999
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/16/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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