Alexander Telidis

Employer firm

Innovative Financial Solutions, Inc. CRD 289906

$89.2M regulatory AUM 68 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers

Innovative Financial Solutions, Inc.

2370 W. Ray Road Suite 3, Chandler, AZ 85224 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2018-01-17
AZ	RA	APPROVED	2017-11-20

TX RA
APPROVED_RES

Since 2018-01-17
AZ RA
APPROVED

Since 2017-11-20

Branch Locations

2370 W. Ray Road Suite 3, Chandler, AZ 85224 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Proequities Inc	Tempe	AZ	04/2015	11/2017
Innovative Financial Solutions, Inc.	Tempe	AZ	09/2017	Present
Investment Advisor	Tempe	AZ	04/2015	10/2017

04/2015 → 11/2017

Proequities Inc

Tempe, AZ
09/2017 → Present

Innovative Financial Solutions, Inc.

Tempe, AZ
04/2015 → 10/2017

Investment Advisor

Tempe, AZ

Previous Registrations

2015-05-05 → 2017-12-07

Concourse Financial Group Securities, Inc.

Fountain Hills, AZ

Other Businesses

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.//

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2015-04-24
S63	Uniform Securities Agent State Law Examination	2009-07-24

S66 Uniform Combined State Law Examination

2015-04-24
S63 Uniform Securities Agent State Law Examination

2009-07-24

Designations

Certified Financial Planner

Other Names

Alex Telidis
Alexander Telidis

View on SEC IAPD