Shawna Nale has been Partner of Safs since January 2023, is not listed as a control person, but directly owns between 25% and 50% of the firm. Shawna Nale holds a Degree in Finance from Pennsylvania State University.
Safs, LLC is a Lemoyne, PA firm with $183M under management, 279 clients and 2 advisers in one office, as of its January 2026 filing.
Shawna Nale is a financial advisor and partner at Snavely Associates. She joined the firm in 2015. She develops customized portfolios, does market research, and works with clients on their goals.
- – present · 5 yearsLemoyne, PA · Adviser representative · Firm CRD 144405
Investment adviser representative registrations
Shawna Nale is registered as an investment adviser representative in Pennsylvania, since November 2020.
- PennsylvaniaSince 27 November 2020
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 7TO | General Securities Representative Examination | 11 March 2024 |
| Series 66 | Uniform Combined State Law Examination | 22 February 2020 |
| SIE | Securities Industry Essentials Examination | 13 October 2018 |
- Name
- General Securities Representative Examination
- Name
- Uniform Combined State Law Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Shawna Leigh Nale
- CRD
- 6593131
- Firm
- Safs · CRD 144405
- Role
- Partner
- Office
- 1035 MUMMA ROAD, SUITE 101, Lemoyne, PA 17043
- Registration
- Investment adviser registration
- In the industry since
- August 2019
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- snavelyfinancial.com
Where does Shawna Nale work?
Shawna Nale has been Partner of Safs, LLC since January 2023.
Is Shawna Nale a financial advisor?
Yes. Shawna Nale has a current investment-adviser registration in Pennsylvania, through Safs since November 2020.
How many years of experience does Shawna Nale have?
Shawna Nale has 7 years in the financial industry, since August 2019, across 1 adviser firm.
What exams has Shawna Nale passed?
Shawna Nale has passed 3 licensing exams: the SIE, Series 66 and Series 7TO. The earliest, the SIE, was passed in October 2018.
Where is Shawna Nale based?
Shawna Nale’s registered office is in Lemoyne, PA.
Is Shawna Nale registered with FINRA?
No. Shawna Nale has no current broker registration.
How can I verify Shawna Nale’s record?
Search CRD 6593131 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Shawna Nale’s full registration record.
