Sheldon Shiira (CRD# 1568086) is an Investment Advisor Representative working at Financial Vision Advisory Services, LLC in Honolulu, HI and has over 37 years of experience in the finance industry. Sheldon Shiira has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4818301
Mission Financial Group, LLC
CRD# 3199222
Ameriprise Financial Services, LLC
CRD# 1916417
Osaic Wealth, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Financial Vision Advisory Services, LLC | Honolulu, HI | Jun 2007 - Current | 16 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 1986 |
- HI
-
Total Assets Under Management9MILLIONS
-
Total Number of Accounts30ACCOUNTS
-
Average Account Value$297,872
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
HI
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