James Tollefson, CFP
Wells Fargo Advisors (Wells Fargo Clearing Services, LLC)
Certified Financial Planner in Newport, RI
http://home.wellsfargoadvisors.com/james.tollefson
Address:7 Brown And Howard Wharf
Newport, RI 02840
About James Tollefson
James Tollefson is a financial professional at Wells Fargo Advisors (Wells Fargo Clearing Services, LLC) located in Newport, Rhode Island. James Tollefson holds an industry securities registration subject to FINRA oversight having passed securities examinations . 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
No education details are currently available for this financial planner.
Languages
James Tollefson provides services to clients in the following language(s):
- English
Specialties and Skills:
Contact this financial planner directly to learn more about their skills and specialties, since not all may be listed.
- Financial Planning Services
Industry Specialties
- No Industry Specialties
Contact Information
Address:
James Tollefson7 Brown And Howard Wharf
Newport, RI 02840
Phone Number:
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Website:
http://home.wellsfargoadvisors.com/james.tollefson
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