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Shane William Twenhafel

Symetra Securities, Inc.

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About Shane William Twenhafel

Shane Twenhafel is a financial advisor with Symetra Securities, Inc. based in Bellevue, WA. Shane is a registered representative with FINRA and holds licenses in multiple states. Shane has over 20 years of experience in the financial services industry.

Firm Information

Shane Twenhafel is currently registered with Symetra Securities, Inc.. Symetra Securities, Inc. is a corporation formed in August 1967 and is approved in all 50 states, as well as the District of Columbia and the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

130

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Shane Twenhafel’s Registration & Firm History

WA

06/02/2016 - Present

Symetra Securities, Inc. (BELLEVUE WA)

IL

11/21/2013 - 12/31/2015

WOODBURY FINANCIAL SERVICES, INC. (O'FALLON IL)

CT

05/13/2010 - 12/03/2012

HARTFORD EQUITY SALES COMPANY INC. (HARTFORD CT)

PA

02/04/2009 - 04/14/2010

PHOENIX EQUITY PLANNING CORPORATION (PHILADELPHIA PA)

MO

04/20/2005 - 02/04/2009

PHOENIX EQUITY PLANNING CORPORATION (ST LOUIS MO)

NY

11/16/2001 - 06/11/2004

AXA ADVISORS, LLC (NEW YORK NY)

NY

09/06/2001 - 11/16/2001

AXA ADVISORS, LLC (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 01/29/2002

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/05/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Shane William Twenhafel. Review regulatory record here.
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