Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ian? Claim Your ProfileIan Joseph Tollefsen is a financial advisor with Trust Advisory Group Ltd., and has been in the industry for over 20 years. Ian is registered as an Investment Advisor Representative (IAR) in New Hampshire. He previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated and TFS Securities, Inc. Ian has earned the Certified Financial Planner designation. His expertise includes financial planning, pension consulting, and selection of other advisors. He has experience managing portfolios for individuals and businesses.
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.
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.
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.
A percentage of the total value of assets under management is charged.
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NH
07/28/2021 - Present
Trust Advisory Group Ltd. (Nashua NH)
NH
01/07/2015 - 05/02/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (HANOVER NH)
NJ
09/15/2014 - 12/22/2014
TFS SECURITIES, INC. (LINCROFT NJ)
NJ
03/23/2007 - 08/01/2014
METLIFE SECURITIES INC. (ISELIN NJ)
NJ
03/23/2007 - 08/01/2014
NEW ENGLAND SECURITIES (ISELIN NJ)
NJ
03/23/2007 - 02/24/2012
TOWER SQUARE SECURITIES, INC. (ISELIN NJ)
NJ
03/23/2007 - 02/24/2012
WALNUT STREET SECURITIES, INC. (ISELIN NJ)
NJ
03/23/2007 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (ISELIN NJ)
MA
09/20/2004 - 03/13/2007
CITIGROUP GLOBAL MARKETS INC. (BOSTON MA)
NY
03/09/2002 - 10/08/2004
RBC DAIN RAUSCHER INC. (NEW YORK NY)
MA
03/20/2001 - 03/09/2002
TUCKER ANTHONY INCORPORATED (BOSTON MA)
MA
01/03/2001 - 02/02/2001
CARL P. SHERR & CO., LLC (WORCESTER MA)
RI
08/27/1998 - 06/21/2000
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
IA
Issued 07/16/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/16/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/02/2016
SIE - Securities Industry Essentials Examination
BC
Issued 01/30/2001
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 08/26/1998
Series 7 - General Securities Representative Examination
Active
Inactive
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