Ilan D. Amir

SHOMER HAWAII

Kaneohe, HI

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CRD#: 6428374

Professional summary

Ilan David Amir, who also goes by Ilan D Amir, Ilan Amir, is a registered financial advisor currently at SHOMER HAWAII, LLC located in Kaneohe, Hawaii.

Ilan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Ilan has worked at 2 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Ilan D Amir | Ilan Amir

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ilan David Amir's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

May 9, 2023 - Present

SHOMER HAWAII, LLC

RIA

CRD#: 324975

Kaneohe, HI

Past

January 5, 2015 - April 25, 2023

ONEAMERICA SECURITIES, INC.

CRD#: 4173

INDIANAPOLIS, IN

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Hawaii
(5/9/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 4/17/2023

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 1/30/2015

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 1/5/2015

Investment Company Products/Variable Contracts Representative Examination

Current Firm

SHOMER HAWAII, LLC

SHOMER 401(K) ADVISORS | SHOMER HAWAII, LLC

CRD#: 324975 / SEC#:

Hawaii

Registered Investment Advisory firm - (5/9/2023 Approved)

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Contact information

Main Address

Kaneohe, HI

Mailing Address

111 Hekili Street Ste A300, Kailua, HI 96734

Phone number

(808) 509-8071

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Ilan D. Amir

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ilan David Amir's CRS (Customer Relationship Summary).

Certified licenses

Experience

SHOMER HAWAII, LLC

ONEAMERICA SECURITIES, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 4/17/2023

Series 63

Date: 1/30/2015

SIE

Date: 10/1/2018

Series 6

Date: 1/5/2015

Current Firm

SHOMER HAWAII, LLC

Contact information

Documents

Red Flags

Company Information

SHOMER HAWAII, LLC

TRUST BUT VERIFY

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