Hillel Katzeff
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.
Hillel Katzeff, CFP® was a registered financial professional .
Hillel is a previously registered financial professional and started their career in finance in 1987. Hillel had worked at 13 firms and has passed the Series 66, Series 63, Series 7 and Series 24 exams.
Core Areas of Focus
Biography
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Start date: 1992
Experience
April 1, 2022 - April 1, 2024
PURE FINANCIAL ADVISORS, LLC
November 29, 2007 - November 30, 2022
HK FINANCIAL
December 10, 2003 - December 31, 2011
PACIFIC WEST FINANCIAL CONSULTANTS INC
December 10, 2003 - December 31, 2011
PACIFIC WEST SECURITIES, INC.
April 8, 2002 - December 16, 2003
SENTRA SECURITIES CORPORATION
July 3, 2001 - November 18, 2002
SPELMAN & CO., INC.
July 12, 2000 - December 16, 2003
SENTRA SECURITIES CORPORATION
August 12, 1997 - July 13, 2000
CINCINNATI ANALYSTS, INC.
February 3, 1995 - August 1, 1997
SUN LIFE FINANCIAL DISTRIBUTORS, INC.
January 9, 1991 - January 17, 1995
IDS LIFE INSURANCE COMPANY
January 9, 1991 - January 17, 1995
AMERIPRISE FINANCIAL SERVICES, LLC
January 17, 1989 - October 31, 1990
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES
January 17, 1989 - October 31, 1990
EQUITABLE ADVISORS, LLC
May 18, 1987 - January 28, 1989
INTEGRATED RESOURCES EQUITY CORPORATION
Primary Firm SEC Registration
PURE FINANCIAL ADVISORS, LLC
CRD#: 144316 / SEC#: 801-70137
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
PURE FINANCIAL ADVISORS, LLC
CRD#: 144316 / SEC#: 801-70137
Contact information
SEC notice filing (44 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 7,509 |
| AUM (Assets Under Management) | $ 11,054,059,366 |
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.
