TD Bank - Regina Moreira Financial Advisor

(978) 773-0080
(978) 773-0080
regina.moreira@td.com
Registered Address
61 Main Street
Andover, MA 01810
US
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About Regina Moreira

Regina Moreira has been actively engaged in fostering strong client relationships
and helping clients with their financial goals. Regina Moreira 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 2023, Regina Moreira held roles as a Financial Advisor at
Merrill Lynch and as a Financial Advisor at Prudential.

Regina Moreira is a graduate of the Hult International Business School with a MBA
degree in 2004. She currently holds her FINRA Series 66 registrations and Life and
Health Insurance Licenses.

Languages available

English, Portuguese, Spanish

Services

  • Planning
  • Annuities
  • Life Insurance
  • Investment Management Services

Registrations

  • Series 66
    The Series 66 is an exam and license that is meant to qualify individuals as investment advisor representatives or securities agents.
    The Series 66 is an exam and license that is meant to qualify individuals as investment advisor representatives or securities agents.
  • Life/Health Insurance License
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Education

Regina Moreira is a graduate of the Hult International Business School with a MBA
degree.

Regina can meet at these stores

Investment Solutions

TD Automated Investing
TD Automated Investing
Access TD Wealth's professionally managed investment portfolios simply and affordably through an innovative digital platform.
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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.
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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.
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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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Work towards a worry-free retirement and leave the legacy you want
Wealth solutions for business owners
Take a comprehensive approach to growth and preservation strategies for your personal assets, while considering the value of your business, with TD Wealth Private Client Group.

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.
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