By SHELLY A. WIEMANN, CFP
Wiemann Wealth Strategies
Financial Advisor, Raymond James Financial Services

Raymond James and Wiemann Wealth Strategies are excited to announce that Shelly A. Wiemann, of Los Alamos, has passed the series 9 and 10 general securities sales principal exams.

She is now a General Securities Sales Supervisor, also known as Branch Manager at Wiemann Wealth Strategies, 2101 Trinity Dr., Suite T, in Los Alamos.

Wiemann established the company earlier this year, an independent wealth practice aligned with Raymond James Financial Services. She already holds series 7, 6, 63 and 65 security licenses, and is a CERTIFIED FINANCIAL PLANNER™ professional.

As the branch manager, Wiemann oversees sales activities in her office, and is responsible for the supervision of licensed associates. She also plans to offer medallion signature guarantees to clients.

When I established my independent wealth practice aligned with Raymond James, becoming a branch manager was a step I felt was important to elevate my knowledge to the supervisory level,” Wiemann said. “This is an important milestone for my practice and my clients.” 

Wiemann can be reached at 2101 Trinity Dr., Suite T in Los Alamos, call 505.500.8428 or visit shelly@wiemannwealth.com. 

Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Wiemann Wealth Strategies is not a registered broker/dealer and is independent of Raymond James Financial Services.