TD Bank - Irina Kokini Relationship Manager NMLS #625494
(646) 632-5296
Registered Address
1 Vanderbilt Avenue
New York, NY 10017
US
See you in a bit
About Irina Kokini
As a Private Client Relationship Manager, Irina delivers TD Wealth’s full offering of private client banking, lending, investment, trust, and estate services to high net worth individuals in her market. She works closely with each client to assess their needs and develop a comprehensive plan focused on their financial goals. In executing upon this strategy, she 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, she develops an extensive relationship with each client and works closely with the team assembled to support their needs.
Prior to joining TD Wealth in 2021, Irina held roles as a Wealth Relationship Manager at Citibank and as a Senior Premier Relationship Officer at HSBC.
Prior to joining TD Wealth in 2021, Irina held roles as a Wealth Relationship Manager at Citibank and as a Senior Premier Relationship Officer at HSBC.
Languages available
English, Russian, Spanish, Ukrainian
Services
- Mortgages and Home Equity Lines
- Custom Credit
- Financial Planning
- Investment Management Services
- Trust & Estate Planning
- Institutional Services
- Private Client Banking
Registrations
- Series 7An 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 63The 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 65The Series 65 is an exam and securities license required by most US states for individuals to act as investment advisers.
Education
Bernard Baruch College
B.B.A in Finance and Investments
Irina can meet at these stores
Investment Solutions
TD Automated Investing
Access TD Wealth's professionally managed investment portfolios simply and affordably through an innovative digital platform.
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)
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
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.
Let's talk about your personal wealth journey
At every stage of investing, we can help
We'll help you get started and to find an appropriate investment
Whatever your goals or timeline, we can help you get there.
Work towards a worry-free retirement and leave the legacy you want
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.
