TD Bank - Peony Chan Financial Advisor

(929) 280-0989
(929) 280-0989
Peony.Chan@td.com
Registered Address
1995 Broadway
New York, NY 10023
US
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Peony Chan has been actively engaged in fostering strong client relationships and helping clients with their financial goals. Peony Chan 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 2022, Peony Chan held roles as an Assistant Vice President at JP Morgan Chase and Co. and as a Trust Officer at HSBC Bank, N.A.

Peony Chan is a graduate of Queens College with a Master's of Arts degree in 2022. She currently holds her FINRA Series 65 registration and Life and Health Insurance License.

Languages available

English

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
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Queens College

Master of Arts

Peony Chan- TD Wealth Financial Advisor can meet at these stores

Investment Solutions

TD Automated Investing
TD Automated Investing
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TD Automated Investing Plus
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TD Investment Services (US)
TD Investment Services (US)
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Private Client Group
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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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