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MS

Michael S. Shirk

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CRD#: 422328
MS

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.

Michael Stephen Shirk, who also goes by Michael Stephan Shirk, was a registered financial professional .

Michael is a previously registered financial professional and started their career in finance in 1969. Michael had worked at 9 firms and has passed the Series 63, Series 1 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Michael Stephan Shirk

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

February 6, 2003 - October 23, 2014

HARBOUR WEALTH PARTNERS, INC.

RIA
CRD#: 122648
INDIANAPOLIS, IN
Past

May 30, 2001 - July 10, 2014

LPL FINANCIAL LLC

RIA
CRD#: 6413
INDIANAPOLIS, IN
Past

May 18, 2001 - July 10, 2014

LPL FINANCIAL LLC

BD
CRD#: 6413
INDIANAPOLIS, IN
Past

October 10, 1996 - May 21, 2001

OSAIC FS, INC.

BD
CRD#: 3870
FORT WAYNE, IN
Past

January 28, 1986 - October 21, 1996

NEW ENGLAND SECURITIES

BD
CRD#: 615
NEW YORK, NY
Past

June 3, 1983 - January 10, 1985

PPS SECURITIES CORP.

BD
CRD#: 10244
Past

September 2, 1980 - January 6, 1986

VERAVEST INVESTMENTS, INC.

BD
CRD#: 3960
Past

January 14, 1977 - October 25, 1982

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY

BD
CRD#: 2682
Past

December 1, 1969 - November 18, 1976

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

BD
CRD#: 2580
Past

December 1, 1969 - November 18, 1976

OSAIC FA, INC.

BD
CRD#: 3978

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
RR
Series 63
Date: 3/16/1982
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 1
Date: 11/18/1969
Registered Representative Examination
Principal/Supervisory Exam

Current Firm


HW
HARBOUR WEALTH PARTNERS, INC.
EXECUTIVE FINANCIAL ADVISORS, INC. | HARBOUR WEALTH PARTNERS, INC.

CRD#: 122648 / SEC#:

Indiana
Registered Investment Advisory firm - (12/31/2002 Approved)
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Contact information


Main Address
9820 Westpoint Drive Suite 400, Indianapolis, IN 46256-3365
Mailing Address
Phone number
(317) 579-4844
Established
Firm type
Fiscal year end
# of Employees
5

Documents


Latest Form ADV

Red Flags


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Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


HARBOUR WEALTH PARTNERS, INC.

CRD#: 122648

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