TD Bank - Waseem A Khan Financial Advisor

waseem.khan2@td.com
Registered Address
3759 Bath Pike
Bethlehem, PA 18017
US
Waseem Khan has been actively engaged in fostering strong client relationships and helping clients with their financial goals.

Waseem Khan 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, Waseem held roles as a Senior Premier Banker at Wells Fargo Bank.

Waseem Khan is a graduate of the DeSales University with a Bachelor of Business Administration Degree in 2020. He currently holds his FINRA Series 66 registrations and Life and Health Insurance License.

Languages available

English

Services

  • Planning
  • Annuities
  • Life Insurance
  • Investment Management Services

Registrations

  • Series 66
    The Series 66 is an exam and license that is meant to qualify individuals as investment advisor representatives or securities agents.
    The Series 66 is an exam and license that is meant to qualify individuals as investment advisor representatives or securities agents.
  • Life/Health Insurance License

Education

Bachelor of Business Administration from DeSales University

Waseem Khan - 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
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)
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
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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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.