Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tamas? Claim Your ProfileTamas Miklos Szalai is an Investment Advisor Representative with TD Private Client Wealth LLC. Tamas has a Series 65 license and is registered with FINRA. Tamas is registered in Connecticut, Delaware, Florida, Georgia, Maine, Maryland, Massachusetts, New Hampshire, New Jersey, New York, North Carolina, Pennsylvania, Rhode Island, South Carolina, Vermont and Virginia. Tamas is located in the Greenville, SC branch office of TD Private Client Wealth LLC.
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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VA
01/12/2022 - Present
TD Private Client Wealth LLC (VIENNA VA)
IA
Issued 11/15/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/15/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
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