Ian Joseph Tollefsen

Current Employers

Employment History

• 04/2016 → 11/2016
  Unemployed
  Goffstown, NH
• 11/2016 → 06/2020
  Kulch Financial
  Nashua, NH
• 06/2020 → 10/2020
  Unemployed
  Merrimack, NH
• 11/2020 → Present
  Paramont Financial Group Llc
  Nashua, NH
• 07/2021 → 05/2025
  Trust Advisory Group Ltd
  Woburn, MA
• 05/2025 → Present
  Consolidated Portfolio Review Corp
  Woodbury, NY

Previous Registrations

• 2021-07-28 → 2025-05-19
  Trust Advisory Group Ltd
  Nashua, NH
  Birmingham, AL
• 2015-01-08 → 2016-05-02
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Hanover, NH
  Concord, NH
  Concord, NH
  Hanover, NH
  Portland, ME
• 2014-09-16 → 2014-12-22
  World Investments, Llc
  Lincroft, NJ
  Lincroft, NJ
  Lincroft, NJ
• 2008-09-19 → 2014-08-01
  New England Securities
  Somerset, NJ
  New York, NY
  Cranford, NJ
  Boston, MA
  New York, NY
  Boston, MA
  Charlotte, NC
  Cranford, NJ
  Iselin, NJ
• 2008-09-19 → 2014-08-01
  Msi Financial Services, Inc.
  Somerset, NJ
  Springfield, MA
  Cranford, NJ
  Boston, MA
  Springfield, MA
  Boston, MA
  Charlotte, NC
  Cranford, NJ
  Somerset, NJ
• 2008-09-19 → 2012-02-24
  Tower Square Securities, Inc.
  Boston, MA
  New York, NY
  Somerset, NJ
  Somerset, NJ
• 2008-09-19 → 2012-02-24
  Walnut Street Securities, Inc.
  Boston, MA
  Somerset, NJ
  Iselin, NJ
• 2003-09-18 → 2004-10-08
  Rbc Capital Markets, Llc
  Boston, MA

Exams

• S65 Uniform Investment Adviser Law Examination
  2001-07-16
• S63 Uniform Securities Agent State Law Examination
  1998-09-16

Designations