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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Megan? Claim Your ProfileMegan Tolstenko is a financial advisor at Ameriprise Financial Services, LLC in Bedford, NH. Megan has been in the financial services industry since 2008, and has experience working with clients in both Massachusetts and New Hampshire. Megan specializes in providing financial planning, investment advice, and asset allocation services to individuals, families, and businesses. Megan is committed to helping clients achieve their financial goals and is dedicated to providing personalized service. Prior to joining Ameriprise Financial Services, LLC, Megan worked at TD Private Client Wealth LLC, TD Wealth Management Services Inc., and Bancnorth Investment Group, Inc.
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.
Asset allocation services
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
06/01/2017 - Present
Ameriprise Financial Services, LLC (BEDFORD NH)
NH
02/28/2013 - 05/02/2017
TD PRIVATE CLIENT WEALTH LLC (CONCORD NH)
NH
11/17/2009 - 05/24/2010
TD WEALTH MANAGEMENT SERVICES INC. (STRATHAM NH)
NH
05/12/2008 - 11/17/2009
BANCNORTH INVESTMENT GROUP, INC. (BEDFORD NH)
BC
Issued 03/20/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/21/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/10/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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