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About Jim Karagounis
As a Private Client Relationship Manager, Jim 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.
- Private Banking
- Mortgages and Home Equity Lines
- Custom Credit
- Financial Planning
- Investment Management Services
- Trust & Estate Planning
- Institutional Services
- 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.
Queens College - City University of New York
Bachelor of Arts
Jim can meet at these stores
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