Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Telles is a financial advisor with PFG Advisors, an independent registered investment advisor. David has over 10 years of experience in the financial services industry, specializing in providing financial planning and investment management services to individuals, families, and businesses. David holds the Series 6, 7, 63, and 65 licenses and is registered with the state of Arizona and Texas.
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.
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
03/20/2024 - Present
PFG Advisors (Chandler AZ)
AZ
11/17/2023 - 06/14/2024
SECURITIES AMERICA, INC. (Tempe AZ)
AZ
11/09/2021 - 10/20/2023
CENTAURUS FINANCIAL, INC. (SCOTTSDALE AZ)
AZ
06/08/2019 - 06/23/2021
ONEAMERICA SECURITIES, INC. (Gilbert AZ)
AZ
11/27/2018 - 04/17/2019
VOYA FINANCIAL ADVISORS, INC. (Scottsdale AZ)
AZ
03/25/2017 - 11/29/2018
MML INVESTORS SERVICES, LLC (SCOTTSDALE AZ)
AZ
05/31/2011 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (TEMPE AZ)
IA
Issued 08/28/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/09/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/27/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/26/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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