Zacki M. Soliman

NORTHSTAR FINANCIAL

BATON ROUGE, LA

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CRD#: 7705644

Professional summary

Zacki Mansur Soliman, who also goes by Zacki Soliman, is a registered financial advisor currently at NORTHSTAR FINANCIAL, INC. located in Baton Rouge, Louisiana.

Zacki is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Zacki has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Zacki Soliman

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) - RIA

Click below to view Zacki Mansur Soliman'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®

None

Experience

Current

April 26, 2023 - Present

NORTHSTAR FINANCIAL, INC.

RIA

CRD#: 169001

BATON ROUGE, LA

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.

Highlighted states indicate IAR registrations

IAR

Louisiana
(4/26/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 2/25/2023

Uniform Investment Adviser Law Examination

Current Firm

NORTHSTAR FINANCIAL, INC.

ED SOLIMAN | SOLIMAN, AHMED M. | NORTHSTAR FINANCIAL, INC. | NORTHSTAR FINANCIAL | INSURANCE PRODUCTS

CRD#: 169001 / SEC#:

Louisiana

Registered Investment Advisory firm - (7/14/2014 Approved)

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Contact information

Main Address

Baton Rouge, LA

Mailing Address

Phone number

(225) 413-0193

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

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.

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Zacki M. Soliman

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Zacki Mansur Soliman's CRS (Customer Relationship Summary).

Certified licenses

Experience

NORTHSTAR FINANCIAL, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 2/25/2023

Current Firm

NORTHSTAR FINANCIAL, INC.

Contact information

Documents

Red Flags

Company Information

NORTHSTAR FINANCIAL, INC.

TRUST BUT VERIFY

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