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Mitchell Howard Hirsch

Oneseven

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About Mitchell Howard Hirsch

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.

Firm Information

Mitchell Hirsch is currently registered with Oneseven. Oneseven is a financial advisor based in BEACHWOOD, OH. The firm offers a range of financial planning services, including pension consulting, educational seminars, selection of other advisors, and portfolio management for individuals. Oneseven manages approximately $3.68 billion in assets for high-net-worth individuals, corporations, and other clients. They also have a strong presence online, with websites and social media accounts across various platforms.
Oneseven

24400 CHAGRIN BLVD.

BEACHWOOD, OH 44122

$3.68B

Assets Under Management

27

Total Clients

65

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Solicitors' fees for referrals to other money managers

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Mitchell Hirsch’s Registration & Firm History

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.

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 5 public disclosures for Mitchell Howard Hirsch. Review regulatory record here.
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