Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Xavier? Claim Your ProfileXavier K Snead is an Investment Advisor Representative at TD Private Client Wealth LLC. Xavier has been in the financial services industry since 2013 and is licensed to provide investment advisory services in Delaware, Maryland, Virginia and the District of Columbia. Xavier holds a Series 65 license and has experience providing financial planning, pension consulting, and educational seminars. Xavier has experience working with a variety of clients, including high-net-worth individuals, insurance companies, charitable organizations, corporations, and pension plans.
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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MD
10/07/2022 - Present
TD Private Client Wealth LLC (Germantown MD)
IA
Issued 10/11/2021
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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