Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alexander? Claim Your ProfileAlexander Telidis is a financial advisor with Innovative Financial Solutions, Inc. Alexander has been in the financial services industry for over 10 years. Alexander is a CERTIFIED FINANCIAL PLANNER™ professional and holds the Series 6, 7, and 66 securities licenses as well as the Series 63 insurance license. Alexander has experience working with individuals and high-net-worth individuals. Innovative Financial Solutions, Inc. is a registered investment advisor that provides a variety of financial services, including financial planning, portfolio management, and pension consulting.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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AZ
01/17/2018 - Present
Innovative Financial Solutions, Inc. (CHANDLER AZ)
AZ
04/14/2015 - 12/07/2017
PROEQUITIES, INC. (TEMPE AZ)
AZ
08/06/2009 - 04/21/2015
METLIFE SECURITIES INC. (TEMPE AZ)
BOTH
Issued 04/24/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/24/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/07/2017
SIE - Securities Industry Essentials Examination
BC
Issued 08/19/2011
Series 7 - General Securities Representative Examination
BC
Issued 08/05/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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