Td Private Client Wealth LLC
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About this Advisor
Bethany Opishinski is a certified financial planner operating out of Boston, Massachusetts, with a total of 14 years of experience as a financial advisor. Opishinski works at Td Private Client Wealth LLC. Over the course of their career, Opishinski has held roles at Bank Of America, N.A, Banc Of America Investment Services, Inc, Td Bank N.A, Merrill Lynch, Pierce, Fenner & Smith Inc, Heritage Financial Services and Td Private Client Wealth LLC. Opishinski maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to serve investors in Florida, Massachusetts, Rhode Island and Pennsylvania. Td Private Client Wealth LLC is a registered investment company that has its headquarters in Boston, Massachusetts. The firm has offices in 33 locations and a total of 231 financial advisors. It oversees $3 billion in assets under management among its 2,389 customer accounts, making it one of the largest firms in the nation by assets under management. The firm provides financial advice to 60 charitable organizations. Of its 2,389 customer accounts, 20% belong to high-net-worth investors who have at least $1 million in assets. Td Private Client Wealth LLC has a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, publication of newsletters and educational seminars. Fees for financial management vary depending on the services. Fees billed by Td Private Client Wealth LLC typically consist of asset-based fees.
Certifications and Registrations
Years of Experience
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Td Private Client Wealth LLC Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Bethany Opishinski Work History
Bethany has 14 years of experience.
Td Bank N.A
Td Private Client Wealth LLC
Heritage Financial Services
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America, N.A
Banc Of America Investment Services, Inc
Bethany Opishinski has no disclosures.
Please visit their SEC profile for more details.