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Alexander Telidis

INNOVATIVE FINANCIAL SOLUTIONS
Chandler, AZ 85224
Some features on this profile are disabled
CRD#: 5689615
AT

Professional summary


Alexander Telidis, CFP®, who also goes by Alex Telidis, is a registered financial advisor currently at INNOVATIVE FINANCIAL SOLUTIONS, INC. located in Chandler, Arizona.

Alexander is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Alexander has worked at 3 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Alex Telidis

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
2009-Present/Independent insurance agent/Insurance related/Tempe, AZ/Insurance Agent/Offer insurance products and services via unaffiliated issuers and agencies/Involves three percent time each month, including during traditional business hours.//

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Alexander Telidis's CRS (Customer Relationship Summary).

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Start date: 2013

Experience


Current

November 20, 2017 - Present

INNOVATIVE FINANCIAL SOLUTIONS, INC.

Office #1: 2370 W. Ray Road Suite 3, Chandler, AZ 85224
RIA
CRD#: 289906
Chandler, AZ
Past

May 5, 2015 - December 7, 2017

CONCOURSE FINANCIAL GROUP SECURITIES, INC.

RIA
CRD#: 15708
TEMPE, AZ
Past

April 14, 2015 - December 7, 2017

CONCOURSE FINANCIAL GROUP SECURITIES, INC.

BD
CRD#: 15708
TEMPE, AZ
Past

August 6, 2009 - April 21, 2015

MSI FINANCIAL SERVICES, INC.

BD
CRD#: 14251
TEMPE, AZ

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Arizona
(11/20/2017)
IAR
Texas
(1/18/2018)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 4/24/2015
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


IF
INNOVATIVE FINANCIAL SOLUTIONS, INC.
INNOVATIVE FINANCIAL SOLUTIONS | INNOVATIVE FINANCIAL SOLUTIONS, INC.

CRD#: 289906 / SEC#:

Arizona
Registered Investment Advisory firm - (11/20/2017 Approved)
Texas
Registered Investment Advisory firm - (1/17/2018 Conditional Restricted)
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Contact information


Main Address
2370 W. Ray Road Suite 3, Chandler, AZ 85224
Mailing Address
Phone number
(480) 345-8540
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts241
AUM (Assets Under Management)$ 75,822,335

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


INNOVATIVE FINANCIAL SOLUTIONS, INC.

CRD#: 289906Chandler, AZ 85224

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