4340 Redwood Hwy
Suite A-23
San Rafael, CA 94903
Tel: 415-492-8975
Fax: 415-492-1229
Jimwilliams@financialtelesisinc.com

 

Financial Telesis Inc.

Financial Telesis Inc. (FTI) has been providing broker dealer services to its registered representatives and their clients since 1991, and registered investment advisory services since 2002. FTI’s main office is located in San Rafael, California, 15 miles north of San Francisco. FTI is currently licensed for both securities and insurance in over 30 states, has over 150 registered representatives and 60 offices across the country. FTI’s investment advisor firm is SEC licensed and currently conducting advisory business in over 20 states.

FTI offers it representatives and their clients an expansive list of mutual funds, variable products and 529 plans. We have no proprietary products and no minimum quotas. FTI caters to registered representatives that work primarily with retail clients that choose commission based products, investment advisors that choose no load products and registered representatives that work primarily with 401K plans. >> more

 

 

HOME | ABOUT | CONTACT | STAFF | 401K REPS | STATE REG | INSURANCE LIC | APPROVED PRODUCT LIST | PRIVACY POLICY AND BCP