Alfonso Montoya Jr. is a financial advisor with HSBC Securities (USA) Inc. in Aventura, FL, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has worked with HSBC Bank USA NA since 2016 and with HSBC Securities (USA) Inc. since 2014. In addition to his role as a registered representative, he serves as a Bank Officer for HSBC Bank (USA) N.A., offering bank-related products and services. HSBC Securities (USA) Inc. provides managed account programs to individuals, retirement accounts, charitable organizations, and corporations through a variety of client-directed and discretionary options. The firm employs a structured investment process utilizing multiple risk profiles and combines strategic and tactical asset allocation with ongoing fund due diligence, servicing portfolios via an integrated team of affiliated and third-party providers.

Maribel Defauwes is a financial advisor with HSBC Securities (USA) Inc. in Aventura, FL, holding Series 63 and Series 66 credentials and has 15 years of industry experience. She has been with HSBC Securities (USA) Inc. and HSBC Bank USA, N.A. since 2015. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations through various program types, including client-directed and fully discretionary options. The firm employs a multi-profile investment process combining strategic and tactical asset allocation with fund due diligence and ongoing monitoring.

Tomas Martin is a financial advisor with HSBC Securities (USA) Inc. in Aventura, FL, holding Series 63 and Series 66 designations and having two years of industry experience. His prior work includes roles at HSBC Bank USA, N.A., TD Bank, and several positions in education and retail. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations through a range of client-directed and discretionary investment options. The firm uses a multi-profile investment process supported by HSBC Global Asset Management and third-party providers, serving clients with both onshore and offshore portfolios.

Felipe Roca is a financial advisor at HSBC Securities (USA) Inc. in Aventura, FL, with three years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several financial institutions including HSBC Bank USA and Desjardins Bank. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations, featuring both client-directed and discretionary options. The firm employs a structured investment process using multiple risk profiles and collaborates with global asset management affiliates for fund selection and ongoing monitoring.

Claudia Correa is a financial advisor at HSBC Securities (USA) Inc. with 14 years of industry experience. She holds Series 63 and Series 66 designations. Her career includes roles at HSBC Bank USA, N.A. and HSBC Securities (USA) Inc. since 2015. HSBC Securities (USA) Inc. provides managed account programs to individuals, retirement accounts, charitable organizations, and corporations. The firm’s investment approach combines strategic and tactical asset allocation with ongoing fund due diligence, offering both client-directed and discretionary portfolio management through various program options.

Pedro Eid is a financial advisor with HSBC Securities (USA) Inc. based in Aventura, FL, holding Series 63 and Series 66 designations and six years of industry experience. His prior experience includes roles at Wells Fargo Clearing, Wells Fargo Bank, and Gastrack Operators, LLC. Outside of finance, he manages an e-commerce business selling home and personal goods through Walmart and Shopify online platforms. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations, using a range of discretionary and non-discretionary strategies. The firm employs a structured investment process with multiple risk profiles and leverages global asset management and fund due diligence resources, providing varied managed account solutions including an Offshore program for qualified non-resident clients.

Daniel Rieber is a financial advisor with HSBC Securities (USA) Inc. in Aventura, FL, holding a Series 66 designation and four years of industry experience. Prior to his current role, he worked at HSBC Private Bank and EFG Bank. He is also a bank officer with HSBC Bank (USA) N.A., where he engages in the sale of bank-related products and services alongside his advisory duties. HSBC Securities (USA) Inc. provides managed account programs to individuals, retirement accounts, charitable organizations, and corporations, offering both client-directed and discretionary investment solutions. The firm’s investment process incorporates multiple risk profiles and combines strategic and tactical asset allocation, supported by affiliated global asset management and fund due diligence providers.