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Zacki Mansur Soliman

Northstar Financial, Inc.

Baton Rouge, LA

CRD 7705644

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Employer firm

Northstar Financial, Inc. CRD 169001

Reported services (Item 5G)

  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
Northstar Financial, Inc.

Baton Rouge, LA • United States

Current Registrations

AuthorityCategoryStatusDate
LA RA APPROVED 2023-04-26
  • LA RA
    APPROVED
    Since 2023-04-26

Branch Locations

Baton Rouge, LA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
North Star Financial Baton Rouge LA 05/2017 Present
Unemployed Baton Rouge LA 02/2013 04/2017
  • 05/2017 → Present
    North Star Financial
    Baton Rouge, LA
  • 02/2013 → 04/2017
    Unemployed
    Baton Rouge, LA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-02-25
  • S65 Uniform Investment Adviser Law Examination
    2023-02-25
Other Names
  • Zacki Soliman

View on SEC IAPD

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