Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Finn? Claim Your ProfileFinn Roger Tellefsen has been in the financial services industry since 1993 and is currently registered with Allstate Financial Services, LLC. Finn is a licensed securities professional with the Series 6, 7, 63, and 65 licenses. Prior to joining Allstate, Finn had been with Waddell & Reed, Inc., Dean Witter Reynolds Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated and PFS Investments Inc. Finn has experience working with clients in Delaware, Pennsylvania and Vermont.
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.
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.
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2
PA
12/13/2007 - Present
Allstate Financial Services, LLC (WAYNE PA)
PA
07/17/2000 - 12/21/2007
WADDELL & REED, INC. (CHADD'S FORD PA)
NY
09/25/1998 - 07/17/2000
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NY
11/06/1996 - 10/05/1998
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
GA
07/19/1993 - 10/30/1996
PFS INVESTMENTS INC. (DULUTH GA)
IA
Issued 12/03/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/17/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/05/1996
Series 7 - General Securities Representative Examination
BC
Issued 07/15/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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