Jingliang Wu is a financial advisor at HSBC Securities (USA) Inc. with seven years of industry experience. He holds the Series 66 and Series 63 designations and has previously worked at JPMorgan Chase Bank, New York Life Insurance Company, and Industrial and Commercial Bank of China (USA). Wu is based in San Francisco, CA. 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 utilizes a structured investment process with multiple risk profiles and combines global asset management expertise with ongoing fund due diligence.

Shane Wolter is a financial advisor with HSBC Securities (USA) Inc. in New York, NY, holding a Series 66 designation and nine years of industry experience. He previously worked at Brown Brothers Harriman & Co. for two years before joining HSBC in 2017. HSBC Securities (USA) Inc. provides managed account programs to individuals, retirement accounts, charitable organizations, and corporations through various program types, including client-directed and fully discretionary options. The firm combines strategic and tactical asset allocation with fund due diligence conducted by affiliated specialist groups, serving clients with both non-discretionary and discretionary portfolio management.

Danielle Peters is a financial advisor with HSBC Securities (USA) Inc. in New York, NY, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. She has worked with HSBC Securities since 2008 and concurrently serves as a Bank Officer for HSBC Bank USA N.A. Outside of her financial career, she owns a hobby breeding Great Danes and is involved in horse boarding and breeding through Pine View Acres LLC. HSBC Securities (USA) Inc. offers managed account programs for a diverse client base, including individuals, retirement accounts, charitable organizations, and corporations. The firm provides a range of client-directed and discretionary investment programs supported by strategic asset allocation and fund selection through affiliated and third-party providers.

Nate Waldmiller is a financial advisor with HSBC Securities (USA) Inc. based in Buffalo, NY, holding a Series 66 designation and 13 years of industry experience. He has worked with HSBC Bank USA, N.A. since 2015 and with HSBC Securities Inc. since 2012. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations through a variety of client-directed and discretionary program types. The firm’s investment approach involves strategic and tactical asset allocation supported by global asset management teams and employs multiple risk profiles to tailor portfolios.

Howard Ouyang is a financial advisor with HSBC Securities (USA) Inc. based in Yorba Linda, CA. He holds Series 63 and Series 66 licenses and has 17 years of industry experience. Ouyang has been with HSBC Bank USA, N.A. and HSBC Securities (USA) Inc. since 2016. 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 approach combines strategic and tactical asset allocation across multiple risk profiles and utilizes both discretionary and client-directed program types.

Aderonke Ayangbesan is a financial advisor with HSBC Securities (USA) Inc. and holds the Series 63 and Series 66 designations. She has 16 years of industry experience and has previously worked at Wells Fargo and Merrill. Ayangbesan is also dual-hatted as a Bank Officer for HSBC Bank (USA) N.A., 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 options. The firm utilizes a structured investment process with multiple risk profiles and partners with affiliated and third-party providers for advisory, fund selection, and administrative services.

Lee Piccarelli is a financial advisor with HSBC Securities (USA) Inc. in Chatham, NJ, holding Series 66 and Series 63 licenses and bringing 20 years of industry experience. He has been with HSBC Securities and HSBC Bank USA since 2013. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations, featuring a range of client-directed and discretionary program options. The firm uses a structured investment process with model risk profiles and combines strategic and tactical asset allocation supported by affiliated global asset management and due diligence providers.

Todd Haberly is a CFA® charterholder and holds a Series 66 license, with nine years of industry experience. He is currently with HSBC Securities (USA) Inc. in Seattle, where he has worked since 2018. Prior to that, he was with Windrose Advisors, LLC and Vulcan Inc. He owns a residential rental property in Seattle, which he manages with minimal time commitment. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations. The firm’s investment approach includes a range of client-directed and discretionary programs, utilizing multiple model risk profiles and incorporating strategic and tactical asset allocation developed in partnership with HSBC Global Asset Management.

Stephen Sydor is a financial advisor with HSBC Securities (USA) Inc. in Washington, DC, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. He has been with HSBC Bank USA and HSBC Securities since 2015, serving in various roles including as a Bank Officer for HSBC Bank (USA) N.A. alongside his registered representative duties. HSBC Securities (USA) Inc. provides managed account programs to individuals, retirement accounts, charities, and corporations, offering both client-directed and discretionary investment options. The firm’s investment process integrates strategic and tactical asset allocation with multi-level fund due diligence, serving clients through dedicated Investment Adviser Representatives.

Gary Mignone Jr. is a Series 66-licensed financial advisor at HSBC Securities (USA) Inc. in New York, NY, with one year of industry experience. Prior to joining HSBC, he worked at Philadelphia Insurance Companies and has held various roles since 2015, including positions outside of finance at DoorDash and educational institutions. 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 includes multiple model risk profiles and combines strategic and tactical asset allocation with ongoing fund due diligence, supported by affiliated and third-party providers.

Lala Balaoghlanova is a financial advisor with HSBC Securities (USA) Inc. in Gaithersburg, MD, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. She has worked with HSBC Bank USA National Association and HSBC Securities since 2017. 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 approaches with support from HSBC Global Asset Management and affiliated providers.

Karen Acher Howard is a financial advisor with HSBC Securities (USA) Inc. in Miami, FL, holding Series 63 and Series 65 credentials and totaling 35 years of industry experience. She has worked at HSBC since 2008 and previously spent three years at Merrill. 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 offerings. The firm’s investment approach includes multiple model risk profiles and combines strategic and tactical asset allocation with fund due diligence conducted in partnership with HSBC Global Asset Management and other affiliates.

Ashwini Bhatnagar is a CFP® professional with 19 years of industry experience, currently serving at HSBC Securities (USA) Inc. in New York. Prior to joining HSBC Securities in 2016, Bhatnagar was associated with Fa Freedom LLC for over a decade. Outside of advisory work, Bhatnagar advises Halocy LLC, a technology platform that helps non-profits track and manage physical donations, and hosts a health-focused educational video cast called Personal Video Cast. HSBC Securities (USA) Inc. provides managed account programs for individuals, retirement accounts, charitable organizations, and corporations, offering a range of client-directed and discretionary investment solutions supported by strategic and tactical asset allocation developed with HSBC Global Asset Management and other affiliated providers.

Lawrence Orsini is a financial advisor with HSBC Securities (USA) Inc. in Buffalo, NY, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His career includes multiple roles at HSBC entities since 2007, as well as positions at LPL Financial, Citigroup Global Markets, Banc of America Investment Services, and Quick & Reilly. HSBC Securities (USA) Inc. provides managed account programs to individuals, retirement accounts, charitable organizations, and corporations through a variety of client-directed and discretionary offerings. The firm employs a multi-profile investment process supported by HSBC Global Asset Management and affiliated providers, emphasizing client-directed portfolios within its broader managed-account business.

Corey Powder is a financial advisor at HSBC Securities (USA) Inc. with 17 years of industry experience. He holds the Series 66 designation and has worked at HSBC since 2016, previously having roles at Merrill and Morgan Stanley. HSBC Securities (USA) Inc. provides 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 multiple risk-profile models in its investment process and combines strategic and tactical asset allocation with global fund due diligence and monitoring.

Kevin Lacaj is a financial advisor with HSBC Securities (USA) Inc. He holds Series 66 and Series 63 licenses and has two years of industry experience. Prior to joining HSBC Securities, he worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. He is also dual-hatted as a Bank Officer for HSBC Bank (USA) N.A., an affiliate of HSBC Securities, where he engages in the sale of bank-related products and services. HSBC Securities (USA) Inc. offers managed account programs serving individuals, retirement accounts, charitable organizations, and corporations through various program types, including client-directed and fully discretionary options. The firm’s investment process incorporates multiple risk profiles and leverages affiliated providers for asset allocation, fund selection, and ongoing monitoring.

Kirk Whalen is a financial advisor with HSBC Securities (USA) Inc. in Beverly Hills, CA, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Merrill and Capital Group. 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 approaches supported by global asset management and fund due diligence.

Allison Mahoney is a Series 66-licensed financial advisor with HSBC Securities (USA) Inc. in New York, NY, where she has worked since 2009. She has 17 years of industry experience, all with HSBC, including roles at HSBC Bank USA, N.A. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations through several program types, including client-directed and fully discretionary options. The firm combines strategic and tactical asset-allocation advice with ongoing fund due diligence and monitoring, serving a broad client base with a mix of discretionary and non-discretionary managed portfolios.

Lorena Braunstein is a financial advisor with HSBC Securities (USA) Inc. in Flushing, NY, holding Series 63 and Series 65 credentials and bringing 19 years of industry experience. She has been with HSBC Securities since 2019 and concurrently serves as a bank officer for HSBC Bank USA, N.A. Braunstein also owns and operates an organization focused on promoting advanced education for teachers and educators. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations, utilizing a range of client-directed and discretionary portfolio options with investment strategies developed alongside HSBC Global Asset Management.

Jason Smith is a financial advisor at HSBC Securities (USA) Inc. in New York City with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at HSBC Securities since 2013, with prior experience at Citigroup Global Markets and Equitable Advisors. 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 discretionary and non-discretionary portfolio options, employing a risk-profile-based investment process supported by HSBC Global Asset Management and affiliated providers.