Michael Rader is a financial advisor with HSBC Securities (USA) Inc. in Beverly Hills, CA, holding Series 63 and Series 66 licenses with 16 years of industry experience. His prior roles include positions at LPL Financial, Prudential Insurance Company of America, and Wells Fargo Advisors. HSBC Securities (USA) Inc. offers a range of managed account programs serving individuals, retirement accounts, charitable organizations, and corporations, utilizing a combination of client-directed and discretionary investment strategies supported by HSBC Global Asset Management and affiliated providers.

Curtis Vega is a financial advisor at HSBC Securities (USA) Inc. in Beverly Hills, CA, with 17 years of industry experience. He holds the Series 66 designation and has worked at HSBC Securities since 2021, following eight years at HSBC Bank USA N.A. 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 employs a risk-profile-based investment approach supported by affiliated and third-party providers for fund selection and portfolio management.

Derenik Sardarimasihi is a financial advisor at HSBC Securities (USA) Inc. in Beverly Hills, CA, holding Series 63 and Series 66 licenses with five years of industry experience. His prior roles include positions at Unionbanc Investment Services, MUFG Union Bank, and Bank of the West. Outside of his advisory work, he provides in-home care for his parents. HSBC Securities (USA) Inc. offers managed account programs to a diverse client base, including individuals, retirement accounts, charitable organizations, and corporations. The firm employs a structured investment process with multiple risk profiles and combines strategic and tactical asset allocation supported by affiliated advisory and fund selection entities.

Alireza Damirchilou is a financial advisor with HSBC Securities (USA) Inc. in Beverly Hills, CA. He holds Series 66 and Series 63 licenses and has one year of industry experience. His prior work includes positions at HSBC Bank USA, Farmers Insurance Agency, F.F. Nab, and Bank of Industry and Mine. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations, with options ranging from client-directed to fully discretionary portfolios. The firm employs a structured investment process supported by global asset management and fund due diligence teams, serving a broad client base through a range of tailored program types.

Anna Tosunyan is a financial advisor with HSBC Securities (USA) Inc. in Beverly Hills, CA, holding Series 66 and Series 63 licenses and bringing nine years of industry experience. She has been with HSBC since 2017, having held multiple positions within the HSBC organization. Outside of her advisory role, she serves as a caregiver for her mother, dedicating time to assist with daily living activities. 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 investment solutions, utilizing a risk-profile-based asset allocation process supported by HSBC Global Asset Management and affiliated third-party providers.

David Grande is a financial advisor with HSBC Securities (USA) Inc. in Beverly Hills, CA, holding Series 63 and Series 66 credentials and bringing 13 years of industry experience. He has been with HSBC Securities and HSBC Bank USA since 2015. Outside of his advisory role, David owns and manages Grande Vault LLC, a business specializing in sourcing and reselling limited-release sneakers. HSBC Securities (USA) Inc. provides managed account programs to individuals, retirement accounts, charitable organizations, and corporations through various discretionary and non-discretionary strategies. The firm uses a five-profile risk model and combines strategic asset allocation with due diligence from affiliated global asset managers, serving clients through personalized Investment Adviser Representatives.

Andrey Manannikov is a financial advisor with HSBC Securities (USA) Inc. in Beverly Hills, CA, holding Series 63 and Series 66 credentials and six years of industry experience. His previous roles include positions at Bank of America, Merrill, JPMorgan Chase, and TD Bank. He has worked across both banking and securities firms during his career. 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 client-directed and discretionary portfolio options, supported by strategic asset allocation and fund due diligence conducted alongside HSBC Global Asset Management and affiliated providers.

Gabriela Maria Holian Martinez is a financial advisor at HSBC Securities (USA) Inc. She holds a Series 66 designation and has one year of industry experience. Her prior work includes roles at Angelini Palisades, the Hammer Museum, and UCLA. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations, utilizing both client-directed and discretionary investment strategies. The firm employs a model-driven investment process supported by global asset management resources and provides specialized programs for private bank clients and qualified non-resident aliens.

Kirk Whalen is a financial advisor at HSBC Securities (USA) Inc. with one year of industry experience. He holds a Series 66 designation and previously worked at Merrill and Capital Group. Outside of finance, he was involved with 11:11 Nightclub. HSBC Securities (USA) Inc. provides managed account programs for individuals, retirement accounts, charitable organizations, and corporations, offering both client-directed and fully discretionary investment solutions. The firm combines strategic and tactical asset allocation with fund due diligence through affiliated global asset management entities.

Ricardo Ramirez is a financial advisor at HSBC Securities (USA) Inc. with 28 years of industry experience. He holds a Series 66 designation and has been with HSBC Securities since 2015, including time at HSBC Bank USA N.A. since 2016. He is based in Beverly Hills, CA. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations through various client-directed and discretionary strategies. The firm uses a structured investment process with multiple risk profiles and combines strategic and tactical asset allocation with fund due diligence performed by affiliated and third-party providers.

Lauren Guzman is a financial advisor at HSBC Securities (USA) Inc. with nine years of industry experience. She holds the Series 66 designation and has worked at firms including Fidelity Investments, Bank of America, and Merrill. Guzman is based in Beverly Hills, California. HSBC Securities (USA) Inc. provides managed account programs serving individuals, retirement accounts, charitable organizations, and corporations through a variety of client-directed and discretionary investment options. The firm combines strategic and tactical asset allocation with global manager selection and ongoing fund monitoring, offering a range of portfolio models tailored to different risk profiles.

David Kalata is a Series 66-licensed advisor with HSBC Securities (USA) Inc. in Beverly Hills, CA, where he has worked since 2007. He has 22 years of industry experience. HSBC Securities (USA) Inc. offers managed account programs to a broad client base, including individuals, retirement accounts, charitable organizations, and corporations. The firm employs a model-based investment approach with both discretionary and client-directed portfolios, supported by affiliated and third-party providers for advisory, fund selection, and custody services.

Richard Cordell is a CFP® professional with 46 years of industry experience, currently serving as a registered representative at HSBC Securities (USA) Inc. since 2009 and as a bank officer for HSBC Bank (USA) N.A., an affiliate of the firm. He is based in Beverly Hills, CA. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations, utilizing a combination of client-directed and discretionary investment strategies across several program types. The firm’s investment approach integrates strategic and tactical asset allocation with global fund due diligence and monitoring, serving a diverse client base through assigned Investment Adviser Representatives.

Erica Pu is a financial advisor at HSBC Securities (USA) Inc. with 17 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at MassMutual Investors Services, MassMutual Life Insurance, Sovran Advisors, CETERA Advisor Networks, and Metlife Securities. Outside of her advisory role, she owns a financial and insurance services business and works as an insurance broker specializing in life, disability, long-term care, fixed annuities, and health insurance. HSBC Securities (USA) Inc. provides managed account programs for individuals, retirement accounts, charitable organizations, and corporations, offering a range of client-directed and discretionary portfolio options. The firm employs a multi-profile investment process supported by HSBC Global Asset Management and third-party providers, with significant assets managed in non-discretionary client-directed portfolios.

Henry Tam is a financial advisor at HSBC Securities (USA) Inc. with 17 years of industry experience. He has held roles at HSBC Securities and HSBC Bank USA since 2014. He holds Series 63 and Series 66 designations. HSBC Securities (USA) Inc. offers managed account programs for individuals, retirement accounts, charitable organizations, and corporations, providing both client-directed and discretionary investment options. The firm employs a structured investment process with multiple risk profiles and integrates strategic asset allocation and fund due diligence through affiliated global asset management teams.