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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher John Bird is a financial advisor with TD Private Client Wealth LLC. Christopher has been in the industry for a few years and is registered in Delaware, Florida, Massachusetts, New Hampshire, New York, and Vermont. Christopher holds the Series 65 license and specializes in providing financial advice to a wide range of clients, including individuals, high-net-worth individuals, corporations, insurance companies, charitable organizations, pension and profit-sharing plans, and state or municipal government entities. The firm provides advisory services including financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisors, portfolio management for businesses, portfolio management for individuals, and portfolio management for investment companies.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
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VT
06/06/2023 - Present
TD Private Client Wealth LLC (BURLINGTON VT)
IA
Issued 06/05/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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