TD Bank - Ted Patrikas Relationship Manager NMLS #25522

Ted.Patrikas@td.com
Registered Address
300 Franklin Street
Manchester, NH 03101
US

About Ted Patrikas

As a Private Client Relationship Manager, Ted delivers TD Wealth’s full offering of private banking, lending, investment management, trust, and estate planning 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.

Ted has over 25 years of experience in the Financial Services industry and comes to us most recently from U.S. Trust where he worked as SVP, Private Client Manager in Boston. Prior to joining TD Wealth he held roles as the New England VP/Mortgage & Credit Specialist at Merrill Lynch and the New England Director of Lending for UBS.

Languages available

English

Services

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

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 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.

Education

Providence College
B.S. in Accounting and Management
Suffolk University
MBA in Marketing

Ted can meet at these stores