David Shimana is a registered investment advisor, based in Honlulu, HI, with 25 years of industry experience.
Location
1600 Kapiolani Blvd, Suite 1408, Honlulu, HI, 96814
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
David is the owner of Storybook Ventures Inc. involved in insurance, and also engages in real estate activities. Additionally, David works as an insurance agent selling fixed, life, health, and property & casualty insurance products, dedicating about a quarter of his time to this.
Employment History
Current Registrations
Cetera Advisors LLCBroker
Cetera Advisors LLC
Cetera Investment Advisers LLC
Previous Registrations
First Allied Advisory Services, INC.
First Allied Securities, INC.
First Allied Securities, INC.Broker
Linsco/private Ledger CORP.
Linsco/private Ledger CORP.Broker
VALIC Financial Advisors, INC.Broker
The Variable Annuity Marketing CompanyBroker
State Registrations8 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.