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
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