Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Wayne Twenhafel has been in the financial services industry since September 30, 1997. David Wayne Twenhafel is currently registered with T. Rowe Price Advisory Services, Inc. in Maryland. Previously, David Wayne Twenhafel was registered with M&T SECURITIES, INC. in Maryland, RAYMOND JAMES FINANCIAL SERVICES, INC. in Florida, MULTI-FINANCIAL SECURITIES CORPORATION in Colorado, FFP SECURITIES, INC. in Missouri, AMERICAN EXPRESS FINANCIAL ADVISORS INC. in Minnesota and IDS LIFE INSURANCE COMPANY in Minnesota. David Wayne Twenhafel holds the Series 63, Series 65, Series 7, and SIE licenses. David Wayne Twenhafel has a Certified Financial Planner designation.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
See schedule d
1
2
MD
10/24/2019 - Present
T. Rowe Price Advisory Services, Inc. (Owings Mills MD)
MD
01/01/2006 - 03/16/2018
M&T SECURITIES, INC. (BALTIMORE MD)
FL
06/30/2003 - 12/19/2003
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
CO
06/04/1999 - 12/17/2002
MULTI-FINANCIAL SECURITIES CORPORATION (GREENWOOD VILLAGE CO)
MO
02/18/1998 - 06/07/1999
FFP SECURITIES, INC. (CHESTERFIELD MO)
MN
08/02/1993 - 02/17/1998
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
08/02/1993 - 02/17/1998
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 08/11/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/11/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/16/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/30/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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