Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ilan? Claim Your ProfileIlan David Amir is a financial professional with experience in the financial services industry. Ilan holds Series 6, Series 63 and Series 65 licenses, and is registered with the state of Hawaii. Ilan is currently affiliated with Shomer Hawaii, LLC, which is located in Kaneohe, Hawaii. Ilan has previously worked for ONEAMERICA SECURITIES, INC. in Indianapolis, Indiana.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of assets under advisement
1
2
HI
05/09/2023 - Present
Shomer Hawaii, LLC (KANEOHE HI)
IN
01/05/2015 - 04/25/2023
ONEAMERICA SECURITIES, INC. (INDIANAPOLIS IN)
IA
Issued 04/17/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/30/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/05/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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