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FM

Frederick L. Mirbach

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CRD#: 1156084
FM

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.

Frederick L Mirbach JR, who also goes by Frederick L Mirbach Jr., Frederick L Mirbach, Frederick Louis Mirbach Jr, Frederick Louis Mirbach Jr., Frederick Louis Mirbach, Frederick L Mirbach Jr, Frederick L Mirbach Jr., was a registered financial professional .

Frederick is a previously registered financial professional and started their career in finance in 1983. Frederick had worked at 13 firms and has passed the Series 65, Series 63, SIE, Series 3, Series 7 and Series 8 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Frederick L Mirbach Jr. | Frederick L Mirbach | Frederick Louis Mirbach Jr | Frederick Louis Mirbach Jr. | Frederick Louis Mirbach | Frederick L Mirbach Jr | Frederick L Mirbach Jr.

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

November 16, 2016 - October 25, 2018

INVESTSHARES

BD
CRD#: 151369
MIAMI, FL
Past

February 11, 2015 - June 6, 2016

COREBRIDGE CAPITAL SERVICES, INC.

BD
CRD#: 13158
WOODLAND HILLS, CA
Past

September 11, 2012 - January 8, 2015

DESTRA CAPITAL INVESTMENTS LLC

BD
CRD#: 148299
BOZEMAN, MT
Past

October 20, 2010 - May 17, 2011

ZACKS INVESTMENT MANAGEMENT, INC.

RIA
CRD#: 110897
CHICAGO, IL
Past

October 7, 2010 - May 17, 2011

LBMZ SECURITIES, INC.

BD
CRD#: 7874
CHICAGO, IL
Past

May 6, 2010 - October 13, 2010

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
SAGINAW, MI
Past

March 18, 2010 - October 13, 2010

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
SAGINAW, MI
Past

August 18, 2006 - January 4, 2010

SUN LIFE FINANCIAL DISTRIBUTORS, INC.

BD
CRD#: 5496
WELLESLEY HILLS, MA
Past

August 17, 2006 - August 23, 2006

UVEST FINANCIAL SERVICES GROUP, INC.

BD
CRD#: 13787
CHARLOTTE, NC
Past

May 27, 2005 - February 21, 2006

COMERICA SECURITIES

RIA
CRD#: 17079
BLOOMFIELD HILLS, MI
Past

May 27, 2005 - February 21, 2006

COMERICA SECURITIES

BD
CRD#: 17079
BLOOMFIELD HILLS, MI
Past

April 9, 1992 - June 17, 2005

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
WEEHAWKEN, NJ
Past

March 13, 1992 - March 27, 1992

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
Past

April 11, 1988 - March 30, 1992

LEHMAN BROTHERS INC.

BD
CRD#: 7506
NEW YORK, NY
Past

February 28, 1984 - April 11, 1988

E. F. HUTTON & COMPANY INC

BD
CRD#: 235
Past

July 21, 1983 - January 27, 1984

KIDDER, PEABODY & CO. INCORPORATED

BD
CRD#: 7613

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


State Security Law Exam
IAR
Series 65
Date: 10/31/1994
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 8
Date: 5/28/1993
General Securities Sales Supervisor Examination (Options Module & General Module)

Current Firm


IN
INVESTSHARES
IMA SECURITIES LLC | INVESTSHARES LLC | INVESTSHARES INC. | INVESTSHARES | IMA SECURTITIES LLC

CRD#: 151369 / SEC#: , 8-68365

BD
Terminated by SEC on 03/08/2024
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Contact information


Main Address
Mailing Address
Phone number
Established
Michigan since 07/10/2012
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
GOGGINS, MICHAEL JOSEPHPRESIDENT, CCO2566834

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


INVESTSHARES

CRD#: 151369

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