TD Bank - Roel Perez Financial Advisor

(347) 580-3841
(347) 580-3841
Roel.Perez@td.com
Registered Address
108-36/50 Queens Blvd
Forest Hills, NY 11375
US
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About Roel Perez

Roel Perez has been actively engaged in fostering strong client relationships and helping clients with their financial goals.
Roel 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 2016, Roel held roles as a Financial Services Representative at TD Bank and as a Relationship Banker at Citi Bank .
Roel is a graduate of the St. Rose with a Bachelor's in Business Administration with a Minor in Computer Information Systems degree.

Languages available

English, Spanish

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
BrokerCheck link
IAPD Link

Education

St. Rose
Bachelor's in Business Administration with a Minor in Computer Information Systems

Roel 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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Let's talk about your personal wealth journey

At every stage of investing, we can help
Start investing
We'll help you get started and to find an appropriate investment
Grow your wealth
Whatever your goals or timeline, we can help you get there. We'll help you get started and to find an appropriate investment
Preserve your wealth
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 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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