Nicholas Nunziato is a financial advisor at HSBC Securities (USA) Inc. in New York, NY, holding a Series 63 designation with 10 years of industry experience. His prior work includes four years at Thomson Reuters, Inc., and multiple roles within HSBC Securities since 2017. HSBC Securities (USA) Inc. offers managed account programs serving individuals, retirement accounts, charitable organizations, and corporations. The firm utilizes a structured investment process with strategic and tactical asset allocation supported by HSBC Global Asset Management and third-party providers, offering both client-directed and discretionary portfolio options.

James Krieger is a financial advisor at HSBC Securities (USA) Inc. with 4 years of industry experience. He holds Series 63 and Series 66 licenses and has been associated with HSBC entities since 2010 in various roles, including serving as a bank officer at HSBC Bank USA N.A. in addition to his advisory position. HSBC Securities (USA) Inc. offers managed account programs to a diverse client base, including individuals, retirement accounts, charitable organizations, and corporations, with a range of client-directed and discretionary investment options supported by multiple affiliated service providers.

Jordan Hoffman is a financial advisor with HSBC Securities (USA) Inc. in New York, NY, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. He has worked at HSBC Bank USA since 2004 and previously spent time at TD Ameritrade, Inc. in 2004. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations through various client-directed and discretionary strategies. The firm combines strategic and tactical asset allocation with ongoing fund due diligence and provides both onshore and offshore investment options, serving a broad client base with tailored portfolio management.

Chen Ling is a financial advisor with HSBC Securities (USA) Inc. and holds the CFA® designation along with Series 65 and Series 66 licenses. Chen has five years of industry experience, including roles at HSBC Bank USA, N.A., Bank of East Asia, and several other financial institutions. In addition to advisory responsibilities, Chen serves as a Bank Officer for HSBC Bank (USA) N.A., an affiliate of HSBC Securities. HSBC Securities (USA) Inc. provides managed account programs to individuals, retirement accounts, charitable organizations, and corporations. The firm offers a range of client-directed and discretionary investment programs, utilizing strategic and tactical asset allocation supported by HSBC Global Asset Management and other affiliated providers.

Shirley Vieira is a financial advisor with HSBC Securities (USA) Inc. in New York, NY, holding a Series 66 designation and one year of industry experience. Her prior work includes roles at HSBC Bank USA, N.A. and Ascendo Resources. 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’s investment approach incorporates model risk profiles and combines strategic and tactical asset allocation with due diligence conducted through affiliated and third-party managers.

Jean Bifano is a financial advisor at HSBC Securities (USA) Inc. with 25 years of industry experience. He holds a Series 66 designation and has worked with HSBC Bank USA since 2012, following prior roles at Citigroup Global Markets and Citicorp Investment Services. Outside of his advisory work, he serves as President of the Board of Trustees for the Savannah Condo Association. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations, utilizing a range of client-directed and discretionary program types. The firm’s investment process incorporates multiple risk profiles and combines strategic asset allocation with due diligence from affiliated and third-party providers.

Gilma Espana is a financial advisor at HSBC Securities (USA) Inc. with 10 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at HSBC since 2022. Espana has prior experience with the American Chamber of Commerce of Cartagena and the Granitos de Paz Foundation. She serves as a board member of the New World School of the Arts Foundation, representing HSBC in supporting the school's programs. 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 employs a structured investment process using model risk profiles and partners with HSBC Global Asset Management and other affiliates for fund selection and ongoing portfolio management.

Mia Ros is a financial advisor with HSBC Securities (USA) Inc. in Irvine, CA, holding Series 63 and 66 licenses and having seven years of industry experience. She has worked with HSBC and its affiliates since 2017, including roles at HSBC Bank USA National Association as a bank officer, alongside her registered representative duties. Mia previously worked at Premier Healthcare Services and Bank of the West. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations through a range of client-directed and discretionary options. The firm uses a five-profile investment process and collaborates with HSBC Global Asset Management and other affiliated providers for fund selection and portfolio management.

Charles Garlock is a financial advisor with HSBC Securities (USA) Inc. in Buffalo, NY, holding a Series 66 designation and 10 years of industry experience. He has worked at HSBC Securities since 2016 and previously at Key Investment Services LLC and LPL Financial. HSBC Securities (USA) Inc. offers managed account programs to a broad client base, including individuals, retirement accounts, charitable organizations, and corporations. The firm provides both client-directed and fully discretionary investment programs, using a range of model risk profiles and combining strategic and tactical asset allocation developed in partnership with HSBC Global Asset Management.

Edgardo Contreras is a financial advisor at HSBC Securities (USA) Inc. in New York, NY, holding Series 66 and Series 63 licenses with 12 years of industry experience. His prior work includes roles at Bridge Capital Solutions Corp and Citizens Securities, Inc. HSBC Securities (USA) Inc. offers managed account programs to a diverse client base, including individuals, retirement accounts, charitable organizations, and corporations. The firm employs a range of program types from client-directed to fully discretionary accounts, utilizing model risk profiles and combining strategic and tactical asset-allocation advice developed in partnership with HSBC Global Asset Management.

Quan Zhang is a financial advisor with HSBC Securities (USA) Inc. in Fremont, CA, holding Series 63 and Series 66 credentials and seven years of industry experience. He has been with HSBC Securities and its affiliate HSBC Bank USA since 2018. Zhang also serves as a Bank Officer for HSBC Bank USA, engaging in the sale of bank-related products alongside his role as a registered representative. HSBC Securities (USA) Inc. provides managed account programs for individuals, retirement accounts, charitable organizations, and corporations, offering both client-directed and fully discretionary investment options. The firm uses a multi-profile investment approach supported by affiliated global asset management and fund due diligence providers.

Dion Ross is a financial advisor at HSBC Securities (USA) Inc. with 17 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at J.P. Morgan Securities and JPMorgan Chase Bank. Outside of his advisory role, he works part-time as a meat clerk and apprentice butcher at a local supermarket. HSBC Securities (USA) Inc. offers managed account programs to a diverse client base, including individuals, retirement accounts, charitable organizations, and corporations. The firm’s investment process employs five risk profiles and combines strategic and tactical asset allocation, with services ranging from client-directed to fully discretionary portfolios.

Mariana Velasquez is a financial advisor at HSBC Securities (USA) Inc. in Miami, FL, holding a Series 66 designation with 15 years of industry experience. She has been with HSBC Securities and HSBC Bank USA since 2014. HSBC Securities (USA) Inc. provides managed account programs to a diverse client base, including individuals, retirement accounts, charitable organizations, and corporations. The firm offers both client-directed and fully discretionary program options, utilizing strategic and tactical asset-allocation models supported by global asset management and fund due diligence teams.

William Fahs is a financial advisor with HSBC Securities (USA) Inc. in Buffalo, NY, holding Series 63 and Series 66 credentials and nine years of industry experience. He joined HSBC Securities and its affiliate HSBC Bank USA, N.A. in 2021, following roles at Key Investment Services, LLC, KEY BANK, and Snorac LLC. Fahs also serves as a bank officer for HSBC Bank USA, engaging in the sale of bank-related products alongside his registered representative duties. HSBC Securities (USA) Inc. offers managed account programs serving individuals, retirement accounts, charitable organizations, and corporations through various client-directed and discretionary options. The firm employs a multi-profile investment process supported by HSBC Global Asset Management and affiliated providers, with a significant portion of managed assets in client-directed, non-discretionary portfolios.