
TD Bank - Samir Makar Relationship Manager NMLS #471373
(631) 223-9814
Registered Address
324 South Service Road
Melville, NY 11747
US
See you in a bit
About Samir Makar
As a Private Client Relationship Manager, Samir 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.
Prior to joining TD Wealth in 2019, Samir held roles as a Citigold Relationship Manager at Citi, a Senior Premier Relationship Manager at HSBC, and as a Financial Advisor at Chase.
Prior to joining TD Wealth in 2019, Samir held roles as a Citigold Relationship Manager at Citi, a Senior Premier Relationship Manager at HSBC, and as a Financial Advisor at Chase.
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 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
Hunter College
B.A. in Economics
Samir can meet at these stores
TD Bank Old Brookville
TD Bank Elwood
TD Bank Great Neck
TD Bank Patchogue
TD Bank Hempstead
TD Bank East Meadow
TD Bank Rockville Centre
TD Bank Rocky Point
TD Bank Bohemia
TD Bank Floral Park
TD Bank Hauppauge
TD Bank Lake Ronkonkoma
TD Bank Port Washington
TD Bank Bay Shore
TD Bank Lawrence
TD Bank East Northport
TD Bank Long Beach
TD Bank Westbury
TD Bank Commack
TD Bank St James
TD Bank Northport
TD Bank Garden City
TD Bank Franklin Square
TD Bank Smithtown
TD Bank Franklin Avenue
TD Bank Port Jefferson Station
TD Bank Farmingville
TD Bank Westbury Ii
TD Bank Mineola
TD Bank Medford
TD Bank Shirley
TD Bank East Islip
TD Bank Hewlett
TD Bank Mount Sinai
TD Bank Valley Stream
TD Bank New Hyde Park
TD Bank Roslyn Heights
TD Bank Westhampton Beach
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TD Bank Hampton Bays