Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shawn? Claim Your ProfileShawn Weidmann is a financial advisor with Raymond James Financial Services Advisors, Inc. in Vancouver, WA. Shawn has been in the industry since February 4, 2002, and has a strong track record of providing financial guidance to individuals, families, and businesses. Shawn has specialized knowledge in many areas. In addition to working with Raymond James Financial Services Advisors, Inc., Shawn is also the owner of Weidmann Wealth Management, LLC.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
WA
02/13/2020 - Present
Raymond James Financial Services Advisors, Inc. (Vancouver WA)
OR
02/08/2002 - 08/01/2007
U.S. BANCORP INVESTMENTS, INC. (PORTLAND OR)
MN
09/28/2001 - 10/29/2001
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
09/28/2001 - 10/29/2001
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 02/14/2020
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 10/08/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/31/2024
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/17/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/28/2020
Series 7TO - General Securities Representative Examination
BC
Issued 12/27/2019
SIE - Securities Industry Essentials Examination
BC
Issued 09/27/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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