Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shane? Claim Your ProfileShane Twomey is a financial advisor at Rockefeller Financial LLC. Shane has been in the industry since 2005, has a wide range of experience and holds several licenses and certifications. Shane is registered with Financial Industry Regulatory Authority (FINRA) and the Securities and Exchange Commission (SEC) as well as 52 states and the District of Columbia. Shane also holds registrations for Investment Advisor in Maryland, Texas, and Virginia. Shane specializes in portfolio management, financial planning and selection of other advisors, and has a strong commitment to providing personalized financial guidance to both individuals and businesses. Shane is committed to helping clients achieve their financial goals through a comprehensive approach to wealth management.
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.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
GA
06/28/2023 - Present
Rockefeller Financial LLC (ATLANTA GA)
VA
05/22/2013 - 07/21/2016
KALOS CAPITAL, INC. (GREAT FALLS VA)
VA
01/02/2013 - 05/09/2013
WADDELL & REED, INC. (VIENNA VA)
DC
06/01/2009 - 01/23/2013
MORGAN STANLEY (WASHINGTON DC)
DC
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (WASHINGTON DC)
DC
03/12/2004 - 04/02/2007
MORGAN STANLEY DW INC. (WASHINGTON DC)
MD
05/25/2001 - 07/11/2003
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
NY
05/06/1998 - 05/31/2001
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 06/26/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/29/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/24/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/12/2022
Series 7TO - General Securities Representative Examination
BC
Issued 06/28/2006
Series 3 - National Commodity Futures Examination
BC
Issued 05/05/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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