TD Bank - Zain Khan Relationship Manager NMLS #575170

Zain.Khan@td.com
Registered Address
1919 Gallows Road
Vienna, VA 22182
US

About Zain Khan

As a Private Client Relationship Manager, Zain delivers TD Wealth’s full offering of private banking, lending, investment, trust, and estate 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 2017, Zain held roles as a Wealth Manager at USAA Wealth Management and as a Relationship Manager at PNC Wealth Management.

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 7
    An 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.
    An 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 63
    The 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
    The 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 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.

Designations

  • Certified Financial Planner (CFP)
    The Certified Financial Planner (CFP) designation is a professional certification mark for financial planners conferred by the Certified Financial Planner Board of Standards in the United States.
    The Certified Financial Planner (CFP) designation is a professional certification mark for financial planners conferred by the Certified Financial Planner Board of Standards in the United States.

Education

Indiana University of Pennsylvania
Bachelor's in International Business and Finance
Georgetown University
Diploma in Financial Planning

Zain can meet at these stores

Investment Solutions

TD Automated Investing
TD Automated Investing
Access TD Wealth's professionally managed investment portfolios simply and affordably through an innovative digital platform.
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.

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. We'll help you get started and to find an appropriate investment
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 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.