Samiran Kundu is a financial advisor at HSBC Securities (USA) Inc. with 15 years of industry experience. He holds Series 63 and Series 66 designations and has been with HSBC Securities since 2016, having previously worked at HSBC Bank USA NA starting in 2010. 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 structured investment process that combines strategic and tactical asset allocation supported by global asset management and fund due diligence services.

Kun Qian is a CFA® charterholder and holds Series 63 and Series 66 licenses, with four years of industry experience. He is currently employed at HSBC Securities (USA) Inc. in Bellevue, WA, where he has worked since 2022. His prior experience includes roles with HSBC Bank USA, N.A., 86 Research, and Platinum Holdings Company Limited. 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, utilizing affiliated and third-party providers for fund due diligence and portfolio management, with a significant portion of assets managed through client-directed, non-discretionary accounts.

Rong Zhang is a financial advisor with HSBC Securities (USA) Inc. in Bellevue, WA, holding Series 66 and Series 63 licenses and eight years of industry experience. Prior to joining HSBC in 2018, Rong worked at Bank of America and Bank of Nova Scotia. Rong serves as a board member of the Greater China Hong Kong Business Association of Washington, a nonprofit focused on expanding business networks and community events in the state. HSBC Securities (USA) Inc. offers a range of managed account programs serving individuals, retirement accounts, charitable organizations, and corporations through client-directed and discretionary platforms. The firm employs a multi-profile investment process supported by HSBC Global Asset Management and third-party due diligence providers, with services that include rebalancing and fund monitoring.

Fangxu Xie is a financial advisor with HSBC Securities (USA) Inc. based in Bellevue, WA. They hold a Series 66 designation and have been with HSBC Securities since 2026, following prior roles within HSBC Bank in China and the United States. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations, featuring both client-directed and fully discretionary investment options. The firm uses a multi-profile investment approach supported by HSBC Global Asset Management and third-party providers, and it operates with distinct regulatory registrations including as a futures commission merchant.

Le Wang is a registered representative at HSBC Securities (USA) Inc. with one year of industry experience. Prior to joining HSBC, Wang worked at East West Bank and spent eight years in a homemaker role. Wang also serves 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 alongside his advisory duties. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations, providing both client-directed and fully discretionary solutions. The firm employs a structured investment approach utilizing multiple risk profiles and partners with affiliated and third-party providers for fund selection and portfolio management.

David Ishii is a financial advisor with HSBC Securities (USA) Inc. in Bellevue, WA, holding Series 65 and Series 63 licenses and six years of industry experience. His career includes roles at HSBC Bank USA, N.A., J.P. Morgan Securities, First Republic Bank, and Washington Federal. He also serves as a Bank Officer for HSBC Bank (USA), N.A., where he engages in the sale of bank-related products alongside his advisory duties. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations through client-directed and discretionary portfolio options. The firm utilizes a five-profile risk framework and combines strategic and tactical asset allocation developed with HSBC Global Asset Management, with ongoing fund due diligence and discretionary rebalancing for certain programs.

Qiang Lu is a financial advisor at HSBC Securities (USA) Inc. with four years of industry experience. He holds Series 66, 63, and 65 licenses and previously worked at firms including Merrill, Citigroup Services and Technology (China) Limited, and Howbuy Corporation. His outside activities include part-time administrative support for Howbuy Corporation, focusing on business registration and record-keeping. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations, using a range of client-directed and discretionary investment options. The firm’s investment approach combines strategic and tactical asset allocation with ongoing fund due diligence, operating through several affiliated providers.

Meiling Elsner is a financial advisor with HSBC Securities (USA) Inc. in Bellevue, WA, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. She has held roles at HSBC Bank USA and Cetera, among others. Outside of her advisory work, she owns several rental properties. HSBC Securities (USA) Inc. offers a variety of managed account programs serving individuals, retirement accounts, nonprofits, and corporations, combining client-directed and discretionary approaches. The firm uses a model-driven investment process supported by HSBC Global Asset Management and other affiliated providers.