Shamir Cervantes OjedaCRD Number: 6538186
Current Firm: Dash Investments
Shamir Cervantes Ojeda (CRD# 6538186) is an Investment Advisor Representative working at Dash Investments in Vancouver, WA and has over 3 years of experience in the finance industry.
Wells Fargo Clearing Services, LLC
The H Group Washington, Inc.
Securities America Advisors, Inc.
|Dash Investments||Woodland Hills, CA||Sep 2021 - Current||< 1|
|Unemployed||Keizer, OR||Jul 2021 - Aug 2021||< 1|
|Odoo, Inc.||San Fransisco, CA||Mar 2021 - Jun 2021||< 1|
|Unemployed||Vancouver, WA||Nov 2020 - Feb 2021||< 1|
|Fisher Investments||Camas, WA||Jan 2020 - Oct 2020||< 1|
|Fisher Investments||Camas, WA||May 2018 - Jan 2020||1|
|Rtr Services, Inc.||Salem, OR||Dec 2017 - May 2018||< 1|
|Unemployed||Keizer, OR||Oct 2017 - Nov 2017||< 1|
|Rtr Services, Inc.||Salem, OR||Mar 2017 - Sep 2017||< 1|
|Unemployed||Keizer, OR||Sep 2016 - Feb 2017||< 1|
|Santos Labor Force, LLC||Molalla, OR||May 2016 - Aug 2016||< 1|
|Willamette University||Salem, OR||Aug 2012 - May 2016||3|
|Mcnary Senior High School||Keizer, OR||Sep 2006 - Jun 2012||5|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Oct 2018|
Total Assets Under Management191MILLIONS
Total Number of Accounts540ACCOUNTS
Average Account Value$354,546
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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