Shira Katsir is a CFP-designated registered investment advisor, based in Chapel Hill, NC, with 9 years of industry experience. Shira is also registered as a broker, so some compensation may come from commissions on products sold.
Location
1414 Raleigh Road Suite 110, Chapel Hill, NC, 27517
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Hightower Securities, LLC
November 2020 - Present · 5 yrs 11 mos
Hightower Securities, LLCBroker
November 2020 - Present · 5 yrs 11 mos
Hightower Advisors, LLC
November 2020 - Present · 5 yrs 11 mos
Previous Registrations
Stearns Financial Group
March 2020 - November 2020 · 8 mos
Capfinancial Securities, LLC.Broker
February 2017 - September 2019 · 2 yrs 7 mos
State Registrations1 state
NC
Advisor
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.
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