Unclaimed
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.
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.
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.
1
2
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)
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
Active
Inactive
F
FINRA
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