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Ian J. Tollefsen, CFP

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Financial Planner in Concord, NH

Address:
118 Storrs St
Concord, NH 03301
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About Ian J. Tollefsen

Ian Tollefsen is a financial professional at Merrill Lynch, Pierce, Fenner & Smith Incorporated located in Concord, New Hampshire. Ian Tollefsen holds an industry securities registration subject to FINRA oversight having passed securities examinations including S55, S63, S65 and S7. Financial advisors may be dually registered. In addition to being registered as a Registered Investment Advisor (RIA) licensed to sell insurance, advisors are often referred to as "stock brokers" when they are registered representatives to sell securities through broker dealers.

Professional Profile

Education and Degrees

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Languages

Ian Tollefsen provides services to clients in the following language(s):

  • English

Specialties and Skills:

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  • Financial Planning Services

Industry Specialties

  • No Industry Specialties

Contact Information

Address:

Ian Tollefsen
118 Storrs St
Concord, NH 03301

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