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Distance Metro area (25 miles)
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COMPENSATION Either
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DESIGNATIONS
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
- CFP
- CFA
- ChFC
- CDFA
- CPA
- CIMA
- PFS
Ian Tollefsen (CRD# 3082890) is an Investment Advisor Representative working at Trust Advisory Group Ltd in Nashua, NH and has over 25 years of experience in the finance industry. Ian Tollefsen has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Steven Travaglini (CRD# 2886916) is an Investment Advisor Representative working at Park Avenue Securities LLC in Nashua, NH and has over 26 years of experience in the finance industry.
Robert Trudo (CRD# 2788176) is an Investment Advisor Representative working at Valic Financial Advisors, Inc. in Nashua, NH and has over 25 years of experience in the finance industry.
Frank Vumbaco (CRD# 4219349) is an Investment Advisor Representative working at Edward Jones in Nashua, NH and has over 23 years of experience in the finance industry.
James Watt (CRD# 2499030) is an Investment Advisor Representative working at Valic Financial Advisors, Inc. in Nashua, NH and has over 7 years of experience in the finance industry.
Michelle Wheeler (CRD# 4469510) is an Investment Advisor Representative working at Lpl Financial LLC in Nashua, NH and has over 19 years of experience in the finance industry.
Andrew Whigham (CRD# 6721947) is an Investment Advisor Representative working at Edward Jones in Nashua, NH and has over 7 years of experience in the finance industry.
Jeffrey Williams (CRD# 2434533) is an Investment Advisor Representative working at Fairscale Capital, LLC in Nashua, NH and has over 30 years of experience in the finance industry. Jeffrey Williams has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Matthew Williams (CRD# 4282731) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Nashua, NH and has over 23 years of experience in the finance industry.
Michael Winn (CRD# 1198523) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Nashua, NH and has over 40 years of experience in the finance industry.