Yuhua Tiao is a financial advisor with HSBC Securities (USA) Inc. in Tysons, VA, holding Series 63 and Series 66 designations and having 18 years of industry experience. Prior to joining HSBC Securities (USA) Inc. in 2025, Tiao was with HSBC Securities (USA) Inc. from 2015 to 2023 and has been affiliated with HSBC Bank USA, N.A. since 2000. Outside of advising, Tiao is a part owner of Mountain Crest Lodge in Maryland. 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 options. The firm employs a multi-profile investment approach supported by HSBC Global Asset Management and uses various affiliated and third-party providers for advisory, fund selection, and custody services.

Mouna Kammoun is a financial advisor with HSBC Securities (USA) Inc. in New York, NY. She holds the Series 66 designation and has 11 years of industry experience, all with HSBC Securities and HSBC Bank USA, N.A. HSBC Securities (USA) Inc. offers managed account programs for individuals, retirement accounts, charitable organizations, and corporations through various program types including client-directed and fully discretionary options. The firm uses a structured investment process with five model risk profiles and works with affiliated and third-party providers for advisory, fund selection, and administrative services.

Derenik Sardarimasihi is a financial advisor with HSBC Securities (USA) Inc. in Beverly Hills, CA, holding Series 63 and 66 licenses and having five years of industry experience. His prior roles include positions at Unionbanc Investment Services, MUFG Union Bank, HSBC Bank USA, N.A., and Bank of the West. Outside of his advisory work, he provides in-home care for his parents through the California Department of Social Services. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations, with a range of discretionary and non-discretionary options. The firm’s investment process utilizes model risk profiles and combines strategic and tactical asset allocation developed in partnership with HSBC Global Asset Management and affiliated providers.

Alireza Damirchilou is a financial advisor at HSBC Securities (USA) Inc. with Series 66 and Series 63 licenses and one year of industry experience. His prior roles include positions at HSBC Bank USA, N.A., Farmers Insurance Agency, F.F. Nab, and Bank of Industry and Mine. 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 investment strategies supported by global asset management and fund due diligence teams.

Gerald Marra is a financial advisor with HSBC Securities (USA) Inc. in New York, NY, holding Series 63, 65, and 66 licenses and bringing 29 years of industry experience. He has worked with HSBC Securities since 2013 and also serves as a Bank Officer for HSBC Bank (USA) N.A., an affiliate of the firm, where he engages in the sale of bank-related products alongside his advisory 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 employs a model-based investment process and collaborates with affiliated and third-party providers for advisory and fund management services.

Sandra Centa is a CFA® charterholder and holds a Series 63 license, with 15 years of experience in the financial industry. She is currently with HSBC Securities (USA) Inc., where she has worked since 2022, having previously held positions at Truist Bank, Truist Securities, SunTrust Robinson Humphrey, and BB&T. HSBC Securities (USA) Inc. provides managed account programs to individuals, retirement accounts, charitable organizations, and corporations through several program types, including client-directed and fully discretionary options. The firm uses a model-based investment approach supported by global asset management partners and offers specialized programs such as Offshore Spectrum for non-resident clients.

Mei Wang is a Series 66-licensed financial advisor at HSBC Securities (USA) Inc. in New York City with 20 years of industry experience. She has worked at HSBC Global Asset Management since 2012 and previously held positions at J.P. Morgan Securities, Merrill, and Morgan Stanley. 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 uses a multi-profile investment approach supported by affiliated and third-party providers, with a significant focus on client-directed, non-discretionary portfolios.

Jerome Sorrentino is a financial advisor at HSBC Securities (USA) Inc. with 30 years of industry experience. He holds Series 63 and Series 66 designations and has been with HSBC Securities and HSBC Bank USA since 2015. HSBC Securities (USA) Inc. provides managed account programs for individuals, retirement accounts, charitable organizations, and corporations. The firm offers a range of client-directed and discretionary investment programs, utilizing model risk profiles and asset allocation strategies developed in coordination with HSBC Global Asset Management.

Eric Ingber is a financial advisor at HSBC Securities (USA) Inc. in New York, NY, holding Series 63 and Series 65 credentials with 22 years of industry experience. His prior roles include positions at Merrill, Bank of America, J.P. Morgan Chase Bank, and AW Jones. 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 uses a multi-profile investment process developed with HSBC Global Asset Management and relies on both affiliated and third-party providers for advisory, fund selection, and administrative services.

Anna Tosunyan is a financial advisor with HSBC Securities (USA) Inc. in Beverly Hills, California, holding Series 63 and Series 66 licenses and having nine years of industry experience. She has worked at various branches of HSBC since 2013. Outside of her advisory role, she serves as a caregiver for her mother. HSBC Securities (USA) Inc. offers managed account programs to a variety of clients, including individuals, retirement accounts, charitable organizations, and corporations. The firm’s investment approach combines strategic and tactical asset allocation with risk-profile-driven models and uses both discretionary and client-directed program types.

Racquel Oden is a financial advisor with HSBC Securities (USA) Inc. She holds a Series 66 designation and has 16 years of industry experience. Her prior roles include positions at JP Morgan Chase Bank, N.A., JP Morgan Securities, LLC, and Merrill Lynch, Pierce, Fenner & Smith Incorporated. 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 multi-profile investment process supported by HSBC Global Asset Management and third-party providers, delivering both client-directed and discretionary portfolio options.

Aahoo Sigarchi is a financial advisor with HSBC Securities (USA) Inc., holding a Series 66 designation and one year of industry experience. Prior to joining HSBC Securities, Sigarchi worked at HSBC Bank USA, N.A., Citizens Bank, and Burlington Stores Inc. among other roles. HSBC Securities (USA) Inc. provides managed account programs to individuals, retirement accounts, charitable organizations, and corporations. Its investment process incorporates strategic and tactical asset allocation with risk-profile-based models, offering both discretionary and client-directed portfolio management options.

Silvano Vizoso Jr. is a CFP®-designated financial advisor with 33 years of industry experience, currently with HSBC Securities (USA) Inc. He has worked at several notable firms including First Horizon Advisors, Iberia Bank, Wells Fargo Advisors, and A.G. Edwards & Sons. Vizoso also holds a concurrent position as a Bank Officer for HSBC Bank (USA) N.A., where he engages in the sale of bank-related products and services. 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 investment programs with varying risk profiles and combines strategic and tactical asset allocation with global fund due diligence and monitoring.

Meng Dan Xiao is a financial advisor at HSBC Securities (USA) Inc. with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at HSBC Securities, HSBC Bank USA, New York Life, and J.P. Morgan Chase Bank. 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 that combine client-directed and discretionary portfolio management, using model risk profiles and leveraging resources from HSBC Global Asset Management and affiliated providers.

Laura Villegas is a Series 66-licensed financial advisor at HSBC Securities (USA) Inc. in Miami, FL, with 17 years of industry experience. She has worked at HSBC Securities since 2015 and previously held roles at Sabadell Securities USA, Morgan Stanley, and Citigroup Global Markets. HSBC Securities (USA) Inc. offers managed account programs to a diverse client base, including individuals, retirement accounts, charitable organizations, and corporations, using a range of client-directed and discretionary investment strategies supported by a global asset management platform.

Arvin Reyes is a financial advisor with HSBC Securities (USA) Inc. in Buffalo, NY. He holds Series 63 and Series 66 licenses and has 19 years of industry experience. Reyes has been with HSBC Securities and HSBC Bank USA N.A. since 2014. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations, with both client-directed and discretionary options. The firm employs a structured investment process that incorporates strategic and tactical asset allocation and uses affiliated third-party providers for fund selection and account management.

Catherine Zeballos is a financial advisor at HSBC Securities (USA) Inc. with 17 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at JP Morgan Chase Bank, N.A., J.P. Morgan Securities, and First Republic Investment Management. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations, utilizing a range of client-directed and discretionary investment options. The firm employs a structured investment approach featuring multiple risk profiles and partners with global asset management and fund due diligence providers to support portfolio management.

Richard Brennan is a CFP® with 10 years of industry experience, currently affiliated with HSBC Securities (USA) Inc. He has worked at UBS Financial Services and JP Morgan Chase Bank, with prior roles spanning 7 years at JP Morgan entities. Brennan holds Series 63 and Series 66 licenses. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations, including client-directed and discretionary options. The firm combines strategic and tactical asset allocation with ongoing fund due diligence, serving clients through a range of program types including the Offshore Spectrum program for qualified non-resident aliens.

Raymond Steele is a financial advisor at HSBC Securities (USA) Inc. with 34 years of industry experience. He holds Series 63 and Series 66 licenses and has been with HSBC Bank USA, N.A. since 2016. Outside of his advisory role, he owns condominiums in Hilton Head Island, South Carolina, and Peoria, Arizona. 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 fully discretionary investment solutions, utilizing a range of model risk profiles and combining strategic and tactical asset allocation with ongoing fund due diligence and monitoring.

Fabio Nunes is a financial advisor with HSBC Securities (USA) Inc. in San Francisco, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Fidelity Investments, JPMorgan Chase Bank, Knox Capital, Evox Capital, and Par Capital. He also worked with Agia Treinamento for six years. 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’s investment process incorporates strategic and tactical asset allocation supported by HSBC Global Asset Management and uses multiple model risk profiles to tailor portfolios.