TD Bank - Charles Avatar Financial Advisor

charles.avatar@td.com
Registered Address
22 W Main Street
Moorestown, NJ 08057
US

About Charles Avatar

Charles C. Avatar has been actively engaged in fostering strong client relationships and helping clients with their financial goals in Marlton, New Jersey.

Charles Avatar works closely with clients to explore strategies and solutions as part of their overall financial plans as they work together towards their unique financial goals.

Prior to joining TD Wealth in Marlton, NJ, Charlie held roles as a Financial Advisor at Mutual of Omaha Advisors and as a Financial Advisor at Woodbury Financial Services.

Charles Avatar is a graduate of the University of Dayton (Ohio) with a bachelors degree in Philosophy. He currently holds his FINRA Series 65 Registration and Life and Health Insurance Licenses.

Languages available

English

Services

  • Planning
  • Annuities
  • Life Insurance
  • Investment Management Services

Registrations

  • Series 65
    The Series 65 is an exam and securities license required by most US states for individuals to act as investment advisers.
    The Series 65 is an exam and securities license required by most US states for individuals to act as investment advisers.
  • Life/Health Insurance License

Education

Charles Avatar is a graduate of the University of Dayton (Ohio) with a bachelors degree in Philosophy.

Charles Avatar can meet at these stores

Investment Solutions

TD Automated Investing
TD Automated Investing
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TD Automated Investing Plus
TD Automated Investing Plus
Get the ease and convenience of TD Automated Investing—plus guidance from TD Wealth Financial Advisors, who will help you refine and develop your investment goals.
TD Investment Services (US)
TD Investment Services (US)
Work with a dedicated Relationship Manager to build a diversified portfolio and a customized TD Wealth Plan built around your personal goals.
Private Client Group
Private Client Group
Receive our highest level of service and allow us to manage all of your banking, investing and lending needs—led by a dedicated Relationship Manager.

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We'll help you get started and to find an appropriate investment
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Frequently Asked Questions

About TD Wealth

For decades, TD Wealth has provided guidance and investing insights to help people like you reach their financial goals. Today, we offer multiple ways to put your money to work for you, from automated investing to private wealth management. A TD Wealth Financial Advisor can help you match your investing style with the strategy that works best for you. We’re available to you in TD stores, by phone, through video conference or in person.