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Sheldon Yoshio Shiira

Financial Vision Advisory Services, LLC.

Honolulu, HI

CRD 1568086

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Employer firm

Financial Vision Advisory Services, LLC. CRD 125195

$4.82M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
Financial Vision Advisory Services, Llc.

4211 Waialae Avenue Suite 201, Honolulu, HI 96816-5312 • United States

Current Registrations

AuthorityCategoryStatusDate
HI RA APPROVED 2007-06-26
  • HI RA
    APPROVED
    Since 2007-06-26

Branch Locations

4211 Waialae Avenue Suite 201, Honolulu, HI 96816-5312 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Financial Vision Advisory Services, Llc Honolulu HI 06/2007 Present
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1986-10-04
  • S63 Uniform Securities Agent State Law Examination
    1986-10-04
Designations
  • Certified Financial Planner

View on SEC IAPD

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