Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shelly? Claim Your ProfileShelly Anne Wiemann is a financial advisor at Raymond James Financial Services Advisors, Inc. with over 11 years of experience in the industry. Shelly has a variety of experience in the financial services industry, including working for Northwestern Mutual Investment Services, LLC., Edward Jones, and Charles Padilla. Shelly is a CERTIFIED FINANCIAL PLANNER™ professional and has a wide range of experience in financial planning, portfolio management, and investment advisory services. Shelly holds Series 6, 7, 10, 63, and 65 licenses. Shelly works with a variety of clients, including individuals, families, businesses, and retirement plans. Shelly's primary business is Wiemann Wealth, which is located in Los Alamos, New Mexico.
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
NM
03/06/2020 - Present
Raymond James Financial Services Advisors, Inc. (Los Alamos NM)
NM
01/29/2015 - 03/06/2020
EDWARD JONES (LOS ALAMOS NM)
NM
06/21/2013 - 01/05/2015
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (SANTA FE NM)
IA
Issued 06/12/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/19/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/20/2020
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/28/2020
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/08/2015
Series 7 - General Securities Representative Examination
BC
Issued 06/21/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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