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Bhavesh T

ChFC®, Series 66

Chicago, IL

HSBC Securities (USA) Inc.

Bhavesh Thakkar is a financial advisor at HSBC Securities (USA) Inc. with eight years of industry experience. He holds the ChFC® designation and Series 66 license. Prior to his current role, he worked at J.P. Morgan Securities and JP Morgan Chase Bank. Thakkar is also a Bank Officer for HSBC Bank (USA) N.A., engaging in the sale of bank-related products alongside his advisory role. 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 uses a range of risk profiles and a combination of strategic and tactical asset allocation, supported by affiliated global asset management and fund selection teams.

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