Mehrdad Michael Tafazoli
Investment adviser representative at Integrated Financial Solutions, Inc.
26 yearsExperience
2 statesRegistered in
ChFC®Designation
$303.3MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
26 years in the industry.
- Osaic Wealth, Inc.Nov 2023 to now
- Ppg Pension Administrators, LLCApr 2014 to now
- Integrated Financial Solutions, Inc.Jul 2001 to now
- Fsc Securities CorporationDec 2000 to Nov 2023
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law1989
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 2 states (MD, VA).
Integrated Financial Solutions, Inc.
$303.3MAssets managed
237Clients
1Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1954754
- Firm CRD
- 112038