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Kory L

Series 66, Series 63

Alameda, CA

HSBC Securities (USA) Inc.

Kory Lam is a financial advisor with HSBC Securities (USA) Inc. in Alameda, CA, holding Series 66 and Series 63 licenses and bringing 20 years of industry experience. She has been with HSBC and its affiliates since 2015. Outside of her advisory role, 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 a diverse client base, including individuals, retirement accounts, charitable organizations, and corporations. The firm’s investment approach combines strategic and tactical asset allocation with ongoing fund due diligence and offers a range of discretionary and non-discretionary portfolio options.

ESG / Sustainable investing Passive / index investing Active portfolio management Private / alternative investments
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