Shamir Cervantes Ojeda, financial advisor Vancouver WA

Shamir Cervantes Ojeda

CRD 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.

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Company Name Location Dates Years
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
Contact Info for Shamir Cervantes Ojeda
Phone Number: 800-549-3227
Registered State(s):
  • WA
By the Numbers
  • Total Assets Under Management
    191
    MILLIONS
  • Total Number of Accounts
    540
    ACCOUNTS
  • Average Account Value
    $354,546
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

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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