AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
MK

Marvin Kahan

Some features on this profile are disabled
CRD#: 263036
MK

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.

Marvin Kahan was a registered financial professional .

Marvin is a previously registered financial professional and started their career in finance in 1969. Marvin had worked at 14 firms and has passed the Series 22, Series 1 and Series 40 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)


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

July 18, 1988 - December 8, 1990

CORPORATE BENEFIT SECURITIES, INC.

BD
CRD#: 13975
Past

October 13, 1987 - July 9, 1988

GETTINS FINANCIAL GROUP, INC.

BD
CRD#: 10860
Past

July 17, 1985 - July 28, 1987

GETTINS FINANCIAL GROUP, INC.

BD
CRD#: 10860
Past

December 17, 1980 - October 28, 1983

MORGAN SECURITIES, INC.

BD
CRD#: 8155
Past

May 17, 1977 - April 11, 1983

HIMCO DISTRIBUTION SERVICES COMPANY

BD
CRD#: 6604
Past

February 11, 1977 - January 15, 1981

FOOTHILL SECURITIES, INC.

BD
CRD#: 1027
Past

January 14, 1976 - March 26, 1977

APEX FINANCIAL PLANNERS CORP.

BD
CRD#: 6375
Past

February 5, 1975 - April 19, 1976

DAVE FRIES AND ASSOCIATES

BD
CRD#: 1917
Past

July 29, 1974 - October 23, 1986

ILG SECURITIES CORPORATION

BD
CRD#: 422
Past

May 14, 1973 - January 30, 1975

HARRISON FINANCIAL CORPORATION

BD
CRD#: 2143
Past

June 1, 1972 - June 14, 1973

OLD REPUBLIC EQUITY PLANS, INC.

BD
CRD#: 5398
Past

March 1, 1972 - August 17, 1972

VANGUARD SECURITIES, INC.

BD
CRD#: 851
Past

March 5, 1971 - October 26, 1972

JAMES G. FREEMAN & ASSOCIATES, INC.

BD
CRD#: 5457
Past

June 16, 1969 - April 22, 1971

CALIFORNIA-WESTERN STATES LIFE INSURANCE COMPANY

BD
CRD#: 132
Past

April 16, 1969 - April 22, 1971

CAL-WESTERN SECURITIES CO.

BD
CRD#: 130

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


General Industry/Product Exam
RR
Series 22
Date: 7/15/1985
Direct Participation Programs Representative Examination
General Industry/Product Exam
RR
Series 1
Date: 3/17/1969
Registered Representative Examination
Principal/Supervisory Exam
RR
Series 40
Date: 5/6/1976
Registered Principal Examination

Current Firm


CB
CORPORATE BENEFIT SECURITIES, INC.
CORPORATE BENEFIT SECURITIES, INC.

CRD#: 13975 / SEC#: , 8-30100

BD
Cancelled by SEC on 04/23/1996
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
Mailing Address
Phone number
Established
California since 06/01/1983
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


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


CORPORATE BENEFIT SECURITIES, INC.

CRD#: 13975

TRUST BUT VERIFY

Monitor Marvin Kahan

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics