Qiang Lu is a financial advisor at HSBC Securities (USA) Inc. with four years of industry experience. He holds Series 66, Series 63, and Series 65 licenses. His prior roles include positions at Howbuy Corporation, Transamerica Financial Advisors LLC, Citigroup Services and Technology (China) Limited, Merrill, and HSBC Qianhai Securities Co., Ltd. Lu's outside business activities include administrative support for Howbuy Corporation in a non-advisory capacity. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations. The firm uses strategic and tactical asset allocation combined with global fund due diligence and offers both discretionary and non-discretionary portfolio management through several program types.

Eric Lau is a financial advisor with HSBC Securities (USA) Inc. in Fremont, CA, holding Series 63 and Series 66 licenses and 15 years of industry experience. His prior roles include positions at LPL Financial, BMO Bank NA, and The Prudential Insurance Company of America. Outside of his advisory work, Lau serves as a board member of the Chinese Realtor Association of America and the SF BARE Lions Club, and he is co-chair of the Business Leadership Council at Asian Health Services, engaging in community advocacy and event planning. HSBC Securities (USA) Inc. offers managed account programs serving individuals, retirement accounts, charitable organizations, and corporations, with investment approaches that combine strategic and tactical asset allocation across various risk profiles. The firm manages both discretionary and non-discretionary portfolios and distinguishes itself through a range of program options and operational registrations.

Alvaro Teixeira is a financial advisor with HSBC Securities (USA) Inc. in New York, NY, holding Series 63 and Series 66 designations and over 10 years of industry experience. His career includes various roles within the HSBC Group across multiple regions, including the United States, the United Kingdom, Malta, Mexico, and Jersey. He is a silent, non-executive partner in FACT INC INV Ltda, a property development company currently in asset liquidation. HSBC Securities (USA) Inc. provides managed account programs to individuals, retirement accounts, charitable organizations, and corporations, offering both client-directed and fully discretionary investment options. The firm’s investment approach incorporates multiple risk profiles and combines strategic and tactical asset allocation with ongoing fund due diligence through affiliated providers.

Martha Bermudez is a financial advisor at HSBC Securities (USA) Inc. with 33 years of industry experience. She holds a Series 66 designation and has worked at HSBC Securities since 2010, following prior roles at Deutsche Bank Securities Inc. and UBS. Her career spans both securities and banking firms. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations. The firm provides both client-directed and discretionary investment options using model risk profiles and combines strategic and tactical asset allocation with ongoing fund due diligence.

Aly Eldean Ibrahim is a financial advisor with HSBC Securities (USA) Inc. He holds a Series 66 designation and has one year of industry experience. His prior roles include positions at HSBC Bank USA, NestEgg Investments, Oceanfirst Bank, Cetera, and Flushing Bank. HSBC Securities (USA) Inc. provides managed account programs to a broad client base, including individuals, retirement accounts, charitable organizations, and corporations. The firm offers various program types, combining client-directed and discretionary approaches, and employs a multi-profile investment process supported by global asset management affiliates and third-party providers.

Carlos Vasquez is a financial advisor at HSBC Securities (USA) Inc. in Miami, FL, holding Series 63 and Series 66 licenses with one year of industry experience. His prior roles include positions at TradeStation Securities, Inc. and HSBC Bank USA, N.A. Before entering the financial industry, he was involved with the Honduran Swim Federation and Seminole Swim Club. HSBC Securities (USA) Inc. offers managed account programs to a diverse client base, including individuals, retirement accounts, charitable organizations, and corporations. The firm provides a range of program types combining client-directed, discretionary, and wrap-style managed portfolios, supported by a multi-tiered investment process and multiple affiliated and third-party service providers.

Yeong Keng Chien is a CFP® professional with 20 years of industry experience, currently serving at HSBC Securities (USA) Inc. since 2016. Prior to this, he worked at Merrill from 2012 to 2015. He also holds a concurrent role as a Bank Officer for HSBC Bank (USA) N.A., an affiliate of HSBC Securities (USA) Inc., where he is involved in the sale of bank-related products and services. HSBC Securities (USA) Inc. offers a range of managed account programs to individuals, retirement accounts, charitable organizations, and corporations, blending client-directed and discretionary investment options. The firm utilizes a structured investment process supported by HSBC Global Asset Management and other affiliated providers, combining strategic and tactical asset allocation with ongoing fund due diligence.

Mark Jacobs is a financial advisor with HSBC Securities (USA) Inc. in Buffalo, NY, holding Series 63 and Series 66 licenses and nine years of industry experience. Prior to joining HSBC Securities in 2022, he worked at HSBC Bank USA, N.A. and FPPF Chemical Co. Inc. Outside of his advisory role, Jacobs manages condominium property operations. HSBC Securities (USA) Inc. provides managed account programs to a diverse client base, including individuals, retirement accounts, and corporations, offering a mix of client-directed and discretionary investment solutions supported by global asset management and fund due diligence.

Xi Fei is an advisor at HSBC Securities (USA) Inc. with three years of industry experience. She holds Series 63 and Series 66 designations and previously worked at JPMorgan Chase Bank N.A. and J.P. Morgan Securities LLC. HSBC Securities (USA) Inc. offers managed account programs to a diverse client base including individuals, retirement accounts, charitable organizations, and corporations, utilizing both client-directed and discretionary strategies supported by global asset management and fund selection teams.

Matthew Alonso is a financial advisor with HSBC Securities (USA) Inc. in Miami, FL, holding a Series 66 credential and 15 years of industry experience. His prior work includes six years with Banco de Sabadell S.A. Miami Branch and SABADELL SECURITIES USA, Inc. He maintains a real estate sales associate license with Fathom Realty, though he does not devote business hours to this activity. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations through various client-directed and discretionary programs. The firm uses a diversified investment approach incorporating multiple risk profiles and combines strategic and tactical asset allocation with fund due diligence conducted by affiliated specialists.

Christina Nikolaidi is a financial advisor at HSBC Securities (USA) Inc. with six years of industry experience. She holds Series 63 and Series 66 licenses and has worked at HSBC entities since 2019, as well as at Ord Minnett and Mitchell Asset Management earlier in her career. HSBC Securities (USA) Inc. provides managed account programs to individuals, retirement accounts, charitable organizations, and corporations, offering both client-directed and discretionary investment options. The firm uses a structured investment process with multiple risk profiles and relies on affiliated and third-party providers for advisory, fund selection, and administrative services.

Jack Di Nanno is a Series 66-licensed financial advisor at HSBC Securities (USA) Inc. with one year of industry experience. Prior to joining HSBC, he held positions at Bank of America and completed multiple roles at Union College. HSBC Securities (USA) Inc. offers managed account programs serving individuals, retirement accounts, charitable organizations, and corporations. The firm provides a range of client-directed and discretionary investment solutions, using a risk-profile-based approach supported by HSBC Global Asset Management and affiliated third-party providers.

Cristiane Suzzio is a financial advisor at HSBC Securities (USA) Inc. with 10 years of industry experience. She holds Series 66 and Series 63 licenses and previously worked at JP Morgan Securities LLC and JP Morgan Chase Bank NA. Suzzio is based in Miami, FL. HSBC Securities (USA) Inc. offers managed account programs serving individuals, retirement accounts, charitable organizations, and corporations. The firm employs a range of client-directed and discretionary investment programs, utilizing model risk profiles and asset-allocation strategies developed with HSBC Global Asset Management.

Jeffrey Needham is a financial advisor with HSBC Securities (USA) Inc. in San Francisco, CA, holding Series 63 and Series 66 licenses and possessing 14 years of industry experience. His career has been primarily with HSBC-affiliated entities since 2016. HSBC Securities (USA) Inc. provides managed account programs to individuals, retirement accounts, charitable organizations, and corporations through various client-directed and discretionary offerings. The firm’s investment approach integrates strategic and tactical asset allocation supported by global asset management and ongoing fund due diligence, with a notable portion of assets managed in client-directed, non-discretionary portfolios.

Petty Yao is a financial advisor at HSBC Securities (USA) Inc. with 28 years of industry experience. Prior to joining HSBC in 2024, Yao worked at Morgan Stanley Smith Barney LLC for three years and at Citigroup Global Markets for 14 years. Yao holds Series 63 and Series 66 credentials. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations, featuring both client-directed and discretionary options. The firm’s investment approach combines strategic and tactical asset allocation through multiple model risk profiles, leveraging global asset management and third-party due diligence providers, with a substantial portion of assets held in non-discretionary, client-directed portfolios.

Colleen Bucknum is a financial advisor with HSBC Securities (USA) Inc. in Seattle, WA, holding Series 63 and Series 65 designations and having 11 years of industry experience. She is dual-hatted as a Bank Officer for HSBC Bank USA, N.A., an affiliate of HSBC Securities, where she engages in the sale of bank-related products alongside her role as a registered representative. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations through various client-directed and discretionary program types. The firm combines strategic and tactical asset allocation with ongoing fund due diligence and operates an Offshore Spectrum program for qualified non-resident aliens.

Lauren Guzman is a financial advisor with HSBC Securities (USA) Inc. in Beverly Hills, CA, holding a Series 66 designation and nine years of industry experience. Her work history includes positions at Fidelity Investments, Bank of America, N.A., and Merrill. HSBC Securities (USA) Inc. provides managed account programs to individuals, retirement accounts, charitable organizations, and corporations, offering both client-directed and discretionary portfolio options. The firm utilizes a multi-profile investment process supported by global asset management and manager due diligence, operating as a registered adviser, broker-dealer, and futures commission merchant.

Quxing Zhu is a CFA® charterholder with 10 years of industry experience, currently serving at HSBC Securities (USA) Inc. in New Canaan, CT. Zhu has worked within various HSBC entities since 2016, including HSBC Bank USA, N.A., and HSBC Securities, accumulating nine years at the latter. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations through multiple program options, including client-directed and fully discretionary portfolios. The firm employs a multi-profile investment process combining strategic and tactical asset allocation supported by global asset management and fund due diligence partners.

Daniel Rieber is a registered representative with HSBC Securities (USA) Inc. in Aventura, FL, holding a Series 66 designation and four years of industry experience. His prior roles include positions at HSBC Private Bank, Finaport Asset Management AG, and EFG Bank. He is dual hatted as a Bank Officer for HSBC Bank (USA) N.A., engaging in the sale of bank-related products alongside his advisory duties. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations through a variety of client-directed and discretionary platforms. The firm uses a structured investment process with multiple risk profiles and partners with affiliated and third-party providers for asset management, fund selection, and account administration.

Xia Wang is a CFA® charterholder and registered Investment Adviser Representative with HSBC Securities (USA) Inc., based in New York, NY. She has three years of industry experience, including roles at HSBC Securities USA, Inc. and HSBC Bank USA, N.A. Wang serves as a board member on the Hong Kong Association of New York and the Chiao Tung University Alumni Association, where she participates in event planning and cultural exchange activities. HSBC Securities (USA) Inc. provides managed account programs to individuals, retirement accounts, charitable organizations, and corporations, offering a range of client-directed and discretionary investment solutions. The firm uses a multi-profile investment process supported by HSBC Global Asset Management and other affiliated providers, with offerings tailored for both U.S. and qualified non-resident alien clients.