Emily Lin is a financial advisor with HSBC Securities (USA) Inc. in Arcadia, CA, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. She has worked at HSBC Securities since 2013 and concurrently serves as a Bank Officer for HSBC Bank (USA) N.A., an affiliate firm. Her prior experience includes roles at Merrill and Charles Schwab. HSBC Securities (USA) Inc. provides managed account programs to individuals, retirement accounts, charitable organizations, and corporations, offering both client-directed and discretionary investment options. The firm combines strategic and tactical asset allocation developed with HSBC Global Asset Management and oversees fund selection and monitoring through affiliated providers.

Mark Chen is a CFP® and ChFC® with 14 years of industry experience. He is currently with HSBC Securities (USA) Inc. and HSBC Bank USA, N.A., having joined in 2022. His prior roles include positions at The Leaders Group, Inc., Vanbridge, Unionbanc Investment Services, and Edward Jones. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations with a range of client-directed and discretionary investment options. The firm’s investment process utilizes multiple risk profiles and combines strategic and tactical asset allocation developed in collaboration with HSBC Global Asset Management and affiliated providers.

Shuiwah Li is a financial advisor with HSBC Securities (USA) Inc., holding Series 63 and Series 66 designations and bringing 28 years of industry experience. He has been with HSBC Bank USA, N.A. and HSBC Securities (USA) Inc. since 2005. HSBC Securities (USA) Inc. provides managed account programs serving individuals, retirement accounts, charitable organizations, and corporations. The firm offers various client-directed and discretionary investment programs, using a structured investment process supported by multiple affiliated and third-party providers.

Ivy Fai Chan Wang is a financial advisor with HSBC Securities (USA) Inc. and holds Series 63 and Series 66 licenses. She has 13 years of industry experience with prior roles at J.P. Morgan Securities, Bank of America/Merrill Lynch, and Citigroup. She also serves as a Bank Officer for HSBC Bank (USA) N.A., an affiliate of HSBC Securities (USA) Inc., where she engages in the sale of bank-related products alongside her advisory duties. 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 programs, from client-directed to fully discretionary portfolios, utilizing strategic and tactical asset allocation in collaboration with HSBC Global Asset Management and other affiliated providers.

Douglas Barrera Ventura is a financial advisor at HSBC Securities (USA) Inc. with 13 years of industry experience. He holds Series 63 and Series 66 designations and has worked at HSBC Bank USA and HSBC Securities since 2018, following five years at JP Morgan Chase Bank and JP Morgan Securities. HSBC Securities (USA) Inc. provides managed account programs to a diverse client base, including individuals, retirement accounts, charitable organizations, and corporations, offering both discretionary and non-discretionary investment solutions. The firm employs a structured investment process with multiple risk profiles and utilizes affiliated and third-party providers for advisory, fund selection, and administrative services.

Eric Li is a financial advisor at HSBC Securities (USA) Inc. with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at HSBC Bank USA, N.A. and JP Morgan Chase Bank during his career. 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 employs a multi-profile investment process combining strategic and tactical asset allocation with ongoing fund due diligence and monitoring, serving a broad client base through both non-discretionary and discretionary portfolios.

Jianmin Li is a financial advisor with HSBC Securities (USA) Inc. in Arcadia, CA, holding Series 63 and Series 66 licenses and 15 years of industry experience. He has been with HSBC Securities since 2010 and also serves as a Bank Officer for HSBC Bank (USA) N.A., an affiliate of the securities firm, engaging in the sale of bank-related products alongside his advisory role. 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 with varying levels of discretion and combines strategic and tactical asset allocation advice developed with HSBC Global Asset Management and affiliated providers.

Ching Wa Cova Mak is a financial advisor at HSBC Securities (USA) Inc. with five years of industry experience. She holds a Series 66 designation and has previously worked at Bank of America and Merrill. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations through various client-directed and discretionary program types, utilizing a combination of strategic and tactical asset allocation in partnership with HSBC Global Asset Management and other affiliated providers.

Man Lin is a financial advisor with HSBC Securities (USA) Inc. based in Arcadia, CA, holding Series 63 and Series 66 licenses and five years of industry experience. Lin has worked at HSBC Bank USA, N.A. since 2017 and was previously involved with iD Cha House. In addition to advisory duties, Lin serves as a Bank Officer for HSBC Bank (USA) N.A., offering bank-related products alongside registered representative responsibilities. HSBC Securities (USA) Inc. provides managed account programs to individuals, retirement accounts, charitable organizations, and corporations, featuring both client-directed and fully discretionary options. The firm employs multiple model risk profiles and collaborates with affiliated asset management entities for portfolio construction and ongoing fund oversight.

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.