MK
Michael W. Kirshon
VALMARK ADVISERS
Fort Lauderdale, FL
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CRD#: 4403661
MK
Professional summary
Michael W Kirshon is a registered financial advisor currently at VALMARK ADVISERS, INC. located in Fort Lauderdale, Florida and VALMARK SECURITIES, INC. located in Fort Lauderdale, Florida.
Michael is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2001. Michael has worked at 3 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
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.
1. LAW PRACTICE-MICHAEL W. KIRSHON, LAW PRACTIVE; 1900 NW Corporate Blvd. Suite 215W Boca Raton, FL 33431 SINCE 01/1996. LAW, ATTORNEY TRUSTS, ESTATE PLANNING, PROBATE, 10HRS/WK. SOLE PROPRIETOR. COMPENSATION LEGAL FEES AS BILLED AND COLLECTED/// 2.RECEIVE RENEWAL COMMISSIONS FOR FIXED LIFE INSURANCE PRODUCTS./// 3. DOING CURRENT FIXED INSURANCE BUSINESS OUTSIDE OF VALMARK; 7700 WEST CAMINO REAL, SUITE 400,BOCA RATON, FL 33433; NOT INVESTMENT RELATED; STARTED 01/01/2014; NO FINANCIAL INTEREST; 6-10 HOURS PER MONTH; NO CLIENT INVOLVEMENT; NO CONFLICT OF INTEREST; COMPENSATION-DIRECT FROM INSURANCE COMPANY/// 4. SAFETY SHUTDOWN, LLC; HOLDS INTELLECTUAL PROPERTY PATENT; CO-MANAGING MEMBER; INTERACT WITH INTELLECTUAL PROPERTY ATTORNEY, CONTRIBUTE TO MARKETING STRATEGY; STARTED 11/2010; NOT INVESTMENT RELATED; NO CLIENT CONTACT; 21% OWNER; COMPENSATION-IF THE PATENT THAT THE COMPANY DEVELOPED AND HOLDS CAN BE MONITIZED I WILL RECEIVE 21% OF THE REVENUE.///
CRS (Client Relationship Summary) - RIA
Click below to view Michael W Kirshon's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
November 15, 2002 - Present
VALMARK ADVISERS, INC.
RIA
CRD#: 108050
Fort Lauderdale, FL
Current
November 8, 2002 - Present
VALMARK SECURITIES, INC.
Office #1: 2953 West Cypress Creek Road Suite 200, Fort Lauderdale, FL 33309BD
CRD#: 31243
Fort Lauderdale, FL
Past
July 11, 2001 - November 11, 2002
NEW ENGLAND SECURITIES
RIA
CRD#: 615
BOCA RATON, FL
Past
July 9, 2001 - November 11, 2002
NEW ENGLAND SECURITIES
BD
CRD#: 615
NEW YORK, NY
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
VA
VALMARK ADVISERS, INC.
VALMARK ADVISERS INC | VALMARK ADVISERS, INC.
CRD#: 108050 / SEC#: 801-55564
RIA
Registered Investment Advisory firm - (5/29/1998 Approved)Wyoming
Registered Investment Advisory firm - (8/11/2017 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
IAR
California(6/19/2007)
RR
California(2/15/2008)
RR
Florida(11/8/2002)
IAR
Florida(11/15/2002)
RR
Maryland(1/30/2023)
RR
Montana(8/13/2015)
RR
New Jersey(1/19/2023)
RR
New York(6/18/2019)
IAR
New York(4/6/2021)
RR
Pennsylvania(4/20/2017)
IAR
South Carolina(2/13/2019)
RR
Virginia(10/19/2016)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
VA
VALMARK ADVISERS, INC.
VALMARK ADVISERS INC | VALMARK ADVISERS, INC.
CRD#: 108050 / SEC#: 801-55564
RIA
Registered Investment Advisory firm - (5/29/1998 Approved)Wyoming
Registered Investment Advisory firm - (8/11/2017 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
130 Springside Drive Suite 300, Akron, OH 44333
Mailing Address
Phone number
(800) 765-5201
Established
Firm type
Fiscal year end
# of Employees
275
SEC notice filing (52 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 19,096 |
| AUM (Assets Under Management) | $ 8,379,181,235 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
