Shawna Leigh Nale

Current Employers

Employment History

• 12/2015 → 11/2020
  Snavely Associates Financial Services
  Lemoyne, PA
• 06/2019 → 10/2021
  The O.N. Equity Sales Company
  Cincinnati, OH
• 11/2020 → 01/2023
  Snavely Associates Financial Services
  Lemoyne, PA
• 01/2023 → Present
  Safs, Llc Dba Snavely Associates Financial Services
  Lemoyne, PA

Other Businesses

1. SAFS, LLC dba Snavely Associates Financial Services; investment related; 1035 Mumma Rd, Ste 101, Lemoyne, PA 17043; financial advising; Assistant/ Director of Client Relations; 12/2015; approx 45 hours/week (180 hours/month); I devote all trading hours to this business; My duties include greeting clients, handling back office, client support, answer phones, schedule meetings, office administration. 2. Self employed as a registered tax preparer; not investment related; 121 Stone Arch Drive, Marysville, PA 17053; preparing tax returns; self employed/no title or position; 12/2018; only approx 20 hours total during tax season from 1/2019-4/2019; 0 hours spent on this business during trading hours; on my own time I completing education to become a registered tax preparer. I did taxes for some family members and friends. 3) Life insurance/annuity product sales; investment related; 1035 Mumma Rd Suite 101 Lemoyne PA 17043; insurance product sales, annuities; agent; 10/08/2020; 3 hours per month ( 3 hours during security hours); obtain quotes, complete application and relevant paperwork, deliver policy to policy holder. 4). Snavely Associates Financial Services; yes investment related; 1035 Mumma Road, Wormleysburg, PA 17043; Advisor under Independent RIA; Advisor; 11/16/2020-present; 170 hours/month 9 160 during securities trading hours); servicing clients, reviewing portfolios; making investment recommendations and doing investment research.

Exams

• S66 Uniform Combined State Law Examination
  2020-02-22