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MH

Michael B. Hahn

FROST BROKERAGE SERVICES
HOUSTON, TX 77056
Some features on this profile are disabled
CRD#: 6186634
MH

Professional summary


Michael Bancroft Hahn, who also goes by Michael Hahn, is a registered financial professional currently at FROST BROKERAGE SERVICES, INC. located in Houston, Texas.

Michael is registered as a RR (Registered Representative) and started their career in finance in 2013. Michael has worked at 4 firms and has passed the SIE, Series 7, Series 14 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Michael Hahn

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) - BD


Click below to view Michael Bancroft Hahn's CRS (Customer Relationship Summary).
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®
None

Experience


Current

May 23, 2023 - Present

FROST BROKERAGE SERVICES, INC.

Office #1: 1700 Post Oak Blvd, Houston, TX 77056
BD
CRD#: 17465
HOUSTON, TX
Past

July 6, 2021 - May 18, 2023

USCA SECURITIES LLC

BD
CRD#: 103789
HOUSTON, TX
Past

April 11, 2019 - June 29, 2021

NEXT FINANCIAL GROUP, INC.

BD
CRD#: 46214
HOUSTON, TX
Past

September 24, 2013 - April 5, 2019

KESTRA INVESTMENT SERVICES, LLC

BD
CRD#: 42046
AUSTIN, TX

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
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 14
Date: 2/22/2023
Compliance Officer Examination
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


FB
FROST BROKERAGE SERVICES, INC.
FROST BROKERAGE SERVICES, INC. | FROST WEALTH MANAGEMENT

CRD#: 17465 / SEC#: , 8-35285

BD
Broker-Dealer Firm Regulated by FINRA (Dallas district office)
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Contact information


Main Address
111 W. Houston Street, San Antonio, TX 78205
Mailing Address
P.o. Box 2538, San Antonio, TX 78299
Phone number
(210) 220-5000
Established
Texas since 03/21/1986
Firm type
Corporation
Fiscal year end
December
Firm Size
Medium
# of Employees

FINRA licenses (48 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
FROST BANKPARENT COMPANY
REPA, JACK BRANDONCHIEF COMPLIANCE OFFICER2558740
WALSH, CHRISTOPHER SCOTTPRESIDENT / CHIEF OPERATIONS OFFICER2580114

Disclosures


Regulatory Event4
Civil Event1
Arbitration1

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


FROST BROKERAGE SERVICES, INC.

CRD#: 17465Houston, TX 77056

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