Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Igor? Claim Your ProfileIgor D. Avelar is an investment advisor representative with TD Private Client Wealth LLC, registered with FINRA. Igor D. Avelar has been in the industry since June 2020. Igor D. Avelar is registered to offer investment advice in Connecticut, Florida, Massachusetts, New Hampshire, New Jersey, Rhode Island, and Vermont. Igor D. Avelar is licensed to sell securities in Connecticut, Florida, Massachusetts, New Hampshire, New Jersey, Rhode Island, and Vermont. Igor D. Avelar has passed the Series 7TO, SIE, and Series 65 exams. TD Private Client Wealth LLC provides advisory services including financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisers, portfolio management for businesses, and portfolio management for individuals. TD Private Client Wealth LLC is registered with the SEC and has approximately $1 billion to $10 billion in assets under management.
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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2
MA
05/14/2024 - Present
TD Private Client Wealth LLC (Orleans MA)
IA
Issued 06/15/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/13/2023
Series 7TO - General Securities Representative Examination
BC
Issued 05/13/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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