TD Bank - Marc Charette Relationship Manager NMLS #638636

(860) 500-3305
(860) 500-3305
marc.charette@td.com
Registered Address
203 Trumbull Street
Hartford, CT 06103
US
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About Marc Charette

As a Private Client Relationship Manager, Marc delivers TD Wealth’s full offering of private client banking, lending, investment, trust, and estate services to high-net-worth individuals in his market. He works closely with each client to assess their needs and develop a comprehensive plan focused on their financial goals. In executing upon this strategy, he leverages the resources of TD Wealth and TD Bank to assemble a team of specialists to fulfill the many needs of each client. As the primary point of contact, He develops an extensive relationship with each client and works closely with the team assembled to support their needs.

Prior to joining TD Wealth in 2023, Marc held roles as a Financial Consultant at Charles Schwab and as a Senior Client Manager at Bank of America. Marc has over 20 years in the financial field.

Marc Charette is a graduate of Central Conn. State University with a BS degree in Business. He currently holds His FINRA Series 7, 63, and 65 registrations and Life and Health Licenses.

Marc resides in Bristol, Ct. Has and has 2 children, Joshua and Madeline. He is an avid sports enthusiast, loves to exercise, and has a passion for music.

Languages available

English

Services

  • Mortgages and Home Equity Lines
  • Custom Credit
  • Financial Planning
  • Investment Management Services
  • Trust & Estate Planning
  • Institutional Services
  • Private Client Banking

Registrations

  • Series 7
    An individual who passes the Series 7 exam is qualified for the solicitation, purchase and/or sale of all securities products, including corporate securities, municipal fund securities, options, direct participation programs, investment company products and variable contracts.
    An individual who passes the Series 7 exam is qualified for the solicitation, purchase and/or sale of all securities products, including corporate securities, municipal fund securities, options, direct participation programs, investment company products and variable contracts.
  • Series 63
    The Series 63 is a securities exam and license entitling the holder to solicit orders for any type of security in a particular state, that they are registered in
    The Series 63 is a securities exam and license entitling the holder to solicit orders for any type of security in a particular state, that they are registered in
  • 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.
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Education

Graduate of Central Connecticut State University

Marc Charette - TD Wealth Relationship Manager can meet at these stores

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TD Investment Services (US)
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