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Tax-Exempt Securities

TD Wealth Management concentrates its primary and secondary market activities on regional (Metro New York, Metro Philadelphia and Metro Washington, DC) tax-exempt issues. In addition, TD Wealth Management is active in markets outside the region including, but not limited to: Ohio, Virginia, California, Florida, Illinois, Georgia, and Kentucky. Our extensive selection offers a variety of tax-exempt investment alternatives.

Taxable Securities

TD Wealth Management offers a variety of taxable fixed income securities needed to develop the appropriate investment strategy. Securities available include, but are not limited to:

    US Treasury Securities
    US Agency Securities
    Corporate Securities
    Mortgage Backed Securities
    Collateralized Mortgage Obligations

To discuss any of TD Wealth Management’s fixed income securities, please call your Personal Investment Consultant. To meet with a Personal Investment Consultant, please e-mail or call TD Wealth Management at 1-888-751-9000.


Institutional Sales

    Institutional Sales Customers, please click here.
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SECURITIES AND INSURANCE
NOT FDIC INSURED NO BANK GUARANTEE MAY LOSE VALUE
Securities and other investment and insurance products are: not a deposit; not FDIC insured; not insured by any federal government agency, not guaranteed by TD Bank, N.A. or any of its affiliates; and, may be subject to investment risk, including possible loss of value. Securities, investment and insurance products are offered through TD Wealth Management Services Inc., a registered broker-dealer and member of FINRA and SIPC.
TD Wealth Management is a service mark of The Toronto-Dominion Bank. Used with permission.
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