Kory Lam is a financial advisor at HSBC Securities (USA) Inc. with 20 years of industry experience. She holds Series 66 and Series 63 licenses and has been with HSBC in various roles since 2015. Lam served as Chairwoman of the Hong Kong Associate of Northern California, a nonprofit business chamber, from 2021 to 2022. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations. The firm’s investment approach combines strategic and tactical asset allocation with discretionary and non-discretionary portfolio options, supported by global asset management and fund due diligence affiliates.

Erica Pu is a financial advisor with HSBC Securities (USA) Inc. in Beverly Hills, CA, holding Series 63 and Series 66 licenses and 17 years of industry experience. She has worked at several firms including MassMutual Investors Services and MetLife Securities. In addition to her advisory role, she operates a financial and insurance services business and holds an insurance broker position specializing in life, disability, long-term care, fixed annuities, and health insurance. HSBC Securities (USA) Inc. provides managed account programs for individuals, retirement accounts, charitable organizations, and corporations, offering both client-directed and fully discretionary options. The firm uses a structured investment process with multiple risk profiles and partners with global asset management and fund selection affiliates to oversee portfolio management and ongoing monitoring.

Ena Lopez Rodriguez is a financial advisor at HSBC Securities (USA) Inc. with 24 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at HSBC and Citibank affiliates, including over 15 years at HSBC Securities (USA) Inc. prior to her current role. HSBC Securities (USA) Inc. provides managed account programs serving individuals, retirement accounts, charitable organizations, and corporations through various client-directed and discretionary program types. The firm uses a structured investment process with multiple risk profiles and combines strategic and tactical asset allocation supported by HSBC Global Asset Management and affiliated providers.

Kun Li is a financial advisor with HSBC Securities (USA) Inc. in Flushing, NY, holding a Series 66 designation and 18 years of industry experience. His career includes roles at Merrill, USAA Financial Planning Services, Bancwest Investment Services, and various HSBC entities since 2014. Outside of his advisory work, he is the owner and president of several non-investment businesses, including a liquor store, a fruit tea shop, and a bakery, though he does not actively manage these operations. HSBC Securities (USA) Inc. provides managed account programs to individuals, retirement accounts, charitable organizations, and corporations. The firm offers both client-directed and discretionary investment options, utilizing model risk profiles and asset allocation strategies in partnership with HSBC Global Asset Management and other affiliated providers.

Sabrina Tellalian is a financial advisor at HSBC Securities (USA) Inc. in New York City with 19 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses. Her prior experience includes 18 years at Citigroup Global Markets and a year at SDT Advisory LLC. HSBC Securities (USA) Inc. offers managed account programs for individuals, retirement accounts, charitable organizations, and corporations, featuring both client-directed and fully discretionary investment options. The firm employs a model-based investment process developed with HSBC Global Asset Management and provides services through a combination of affiliated and third-party providers.

Jeffrey Tso is a financial advisor with HSBC Securities (USA) Inc., holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has worked extensively with HSBC Bank USA, N.A. and HSBC Securities (USA) Inc. since 2015, and also operated My Sales LLC for a year. He serves as a dual-hatted Bank Officer at HSBC Bank (USA) N.A., providing bank-related products alongside his registered representative role. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations, providing both client-directed and discretionary investment solutions. The firm’s investment process incorporates multiple risk profiles and leverages HSBC Global Asset Management for asset allocation and fund due diligence, distinguishing itself with integrated advisory and brokerage capabilities as well as specialized offshore programs.

Carolina Angel Jassir is a financial advisor with HSBC Securities (USA) Inc. in Miami, FL, holding a Series 66 designation and eight years of industry experience. She has worked at several HSBC affiliates, including HSBC Global Asset Management and HSBC Technology and Services, since 2014. HSBC Securities (USA) Inc. offers managed account programs serving individuals, retirement accounts, charitable organizations, and corporations through various client-directed and discretionary portfolio options. The firm’s investment process integrates strategic and tactical asset allocation with ongoing fund due diligence and monitoring conducted by affiliated entities.

Jeffrey Converse Jr. is a financial advisor with HSBC Securities (USA) Inc. in Buffalo, NY, holding Series 63 and Series 65 designations and 15 years of industry experience. He has been with HSBC Securities since 2014 and has also worked with HSBC Bank USA, N.A. since 2013. 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 uses a combination of strategic and tactical asset allocation across five risk profiles and incorporates due diligence from affiliated and third-party providers to manage its diverse program offerings.

Sidita Sokoli is a financial advisor with HSBC Securities (USA) Inc. in New York, NY, holding Series 63 and Series 66 licenses and having 23 years of industry experience. She has been with HSBC Securities and HSBC Bank USA, N.A. since 2014. HSBC Securities (USA) Inc. provides managed account programs to individuals, retirement accounts, charitable organizations, and corporations through a variety of client-directed and discretionary portfolio options. The firm’s investment approach incorporates multiple risk profiles and combines strategic and tactical asset allocation with ongoing fund due diligence and management from affiliated providers.

Carlos Singer is a Series 66-licensed financial advisor at HSBC Securities (USA) Inc. in New York, NY, with six years of industry experience. His prior roles include positions at Morgan Stanley Private Bank and Morgan Stanley, as well as experience at Lera Investment Technologies and Activest Wealth Management. He attended Cornell University before beginning his career in financial services. HSBC Securities (USA) Inc. provides managed account programs for individuals, retirement accounts, charitable organizations, and corporations. The firm offers both client-directed and discretionary portfolio options, utilizing multiple model risk profiles and asset allocation strategies developed in partnership with HSBC Global Asset Management and affiliated providers.

Aniello Fabi is a registered representative with HSBC Securities (USA) Inc. and holds Series 63 and Series 66 licenses. He has 32 years of industry experience and has been with HSBC Securities since 2013, concurrently serving as a Bank Officer for HSBC Bank USA, N.A. in Brooklyn, NY. HSBC Securities (USA) Inc. offers managed account programs for individuals, retirement accounts, charitable organizations, and corporations, providing both discretionary and non-discretionary portfolio options. The firm employs a model risk profile system and collaborates with affiliated and third-party providers for investment management, fund selection, and administrative services.

Thomas Zippilli is a financial advisor with HSBC Securities (USA) Inc. in Brooklyn, NY, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has been with HSBC Securities since 2006 and also serves as a bank officer for HSBC Bank USA N.A. Outside of his advisory role, he owns a rental property. HSBC Securities (USA) Inc. offers managed account programs to a diverse client base, including individuals, retirement accounts, charitable organizations, and corporations. The firm provides both client-directed and discretionary portfolio options, utilizing multiple risk profiles and a combination of strategic and tactical asset allocation developed in conjunction with HSBC Global Asset Management.

Legna Gonzalez is a CFP® professional with 24 years of industry experience, currently serving at HSBC Securities (USA) Inc. in Miami, FL. Her prior experience includes roles at LPL Financial LLC, Power Financial Credit Union, Credit Suisse Securities (USA) LLC, and Pershing LLC. HSBC Securities (USA) Inc. offers managed account programs to a broad client base, including individuals, retirement accounts, charitable organizations, and corporations, using a variety of program types ranging from client-directed to fully discretionary portfolios. The firm’s investment approach integrates multiple model risk profiles and combines strategic and tactical asset allocation with fund due diligence conducted by affiliated and third-party providers.

Patrick Norris II is a CFP® professional with 35 years of experience in the financial industry, currently serving with HSBC Securities (USA) Inc. and HSBC Bank USA, N.A. He has been with HSBC Securities since 2013 and holds dual roles as a registered representative and bank officer, engaging in the sale of bank-related products and services. HSBC Securities (USA) Inc. offers managed account programs tailored to individuals, retirement accounts, charitable organizations, and corporations through various discretionary and non-discretionary portfolios. The firm’s investment process combines strategic and tactical asset allocation developed with HSBC Global Asset Management, with a notable emphasis on client-directed, non-discretionary portfolios.

Henry Tam is a financial advisor with HSBC Securities (USA) Inc. in Beverly Hills, CA, holding Series 63 and Series 66 licenses and with 17 years of industry experience. He has worked at HSBC Securities and HSBC Bank USA since 2014 and previously at Merrill from 2012 to 2013. HSBC Securities (USA) Inc. offers managed account programs to a diverse client base including individuals, retirement accounts, charitable organizations, and corporations. The firm utilizes multiple program types and combines strategic and tactical asset allocation supported by affiliated and third-party providers, with a focus on client-directed, non-discretionary portfolios.

Stephanie O'dell is a financial advisor with HSBC Securities (USA) Inc., holding Series 66 and Series 63 licenses and bringing 19 years of industry experience. She has been with HSBC Securities and HSBC Bank USA, N.A. since 2014. 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, using model risk profiles and a combination of strategic and tactical asset-allocation advice developed in collaboration with HSBC Global Asset Management and other affiliated providers.

Diana Lara is a CFA® charterholder and holds a Series 66 license with 15 years of industry experience. She has been with HSBC Securities (USA) Inc. and HSBC Bank USA, N.A. since 2010. Outside of her advisory role, she co-owns a family business, Joasan LLC, which manages a real estate asset. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations, providing both client-directed and discretionary options. The firm’s investment approach combines strategic and tactical asset allocation with ongoing fund due diligence, supported by HSBC Global Asset Management and other affiliated providers.

Gonzalo Yubi is a financial advisor at HSBC Securities (USA) Inc. with 10 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Fidelity Investments, JP Morgan Chase Bank, and Charles Schwab. HSBC Securities (USA) Inc. offers managed account programs for individuals, retirement accounts, charitable organizations, and corporations, featuring both client-directed and fully discretionary options. The firm employs a risk-profile-driven investment process and collaborates with affiliated providers for asset management, fund selection, and account services.

Shailesh Sachdeva is a financial advisor with HSBC Securities (USA) Inc. based in San Francisco, CA. He holds a Series 66 designation and has recently begun his advisory career, having worked at HSBC Securities and HSBC Bank USA since 2025. Prior to that, he spent four years at Silicon Valley Bank and has managed a sole proprietorship involved in short-term rental property management since 2016. HSBC Securities (USA) Inc. offers managed account programs serving individuals, retirement accounts, charitable organizations, and corporations. The firm employs a range of investment strategies with client-directed and discretionary options, supported by global asset management and fund due diligence services.

Aleksandr Leybengrub is a financial advisor with HSBC Securities (USA) Inc. in Irvine, CA, holding the ChFC® designation and Series 63 and 65 licenses. He has 16 years of industry experience, including prior roles at J.P. Morgan Securities and Chase Investment Services Corp. Leybengrub serves as the Chief Financial Officer of Esperanza Sonrisa Association, a homeowners association, where he volunteers to oversee financial matters and community property management. HSBC Securities (USA) Inc. provides managed account programs for individuals, retirement accounts, charitable organizations, and corporations, offering both client-directed and discretionary investment options. The firm employs a multi-profile investment approach supported by HSBC Global Asset Management and various third-party providers.