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Mehrdad Michael Tafazoli

INTEGRATED FINANCIAL SOLUTIONS, INC.·RESTON, Virginia
SIE, Series 6, Series 7, Series 63, Series 65ChFCClean record25 years registeredINTEGRATED FINANCIAL SOLUTIONS, INC.
11872 SUNRISE VALLEY DRIVE, RESTON, VA 20191CRD# 1954754Firm CRD# 112038

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Mehrdad Michael Tafazoli · RESTON, VA
Registration
CRD #1954754 · INTEGRATED FINANCIAL SOLUTIONS, INC. · 25 years registered
Brand Profile
Not yet started
01

Career History

INTEGRATED FINANCIAL SOLUTIONS, INC.
Jul 2001 – present
02

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 7
Series 63
Series 65
Registration record
First registered · July 18, 2001
Years registered · 25
Professional designation · ChFC
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
INTEGRATED FINANCIAL SOLUTIONS, INC.
CRD 112038 · SEC 801-121153
AUM
$169M
Regulatory assets under management
Employees
1
253 client accounts
Services offered by INTEGRATED FINANCIAL SOLUTIONS, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at INTEGRATED FINANCIAL SOLUTIONS, INC. →
Introduction

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Frequently Asked Questions

What services does Mehrdad Michael Tafazoli offer?
Mehrdad Michael Tafazoli specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in RESTON, Virginia for a consultation.
What are Mehrdad Michael Tafazoli's credentials?
Mehrdad Michael Tafazoli holds the following professional designations: ChFC. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Mehrdad Michael Tafazoli located?
Mehrdad Michael Tafazoli is based in RESTON, Virginia, working with INTEGRATED FINANCIAL SOLUTIONS, INC.. Their office serves clients in the RESTON metropolitan area and surrounding communities.
How does Mehrdad Michael Tafazoli charge for services?
Mehrdad Michael Tafazoli's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is INTEGRATED FINANCIAL SOLUTIONS, INC.?
INTEGRATED FINANCIAL SOLUTIONS, INC. has approximately 1 employees and manages $169M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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