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Wendy Z
Series 63, Series 66
Lake Forest, CA
HSBC Securities (USA) Inc.
Wendy Zimmerman is a financial advisor with HSBC Securities (USA) Inc. based in Lake Forest, CA. She holds Series 63 and Series 66 licenses and has 15 years of industry experience. Since 2014, she has worked with HSBC Bank USA, N.A. and HSBC Securities (USA) Inc. HSBC Securities (USA) Inc. offers managed account programs serving individuals, retirement accounts, charitable organizations, and corporations through various client-directed and discretionary investment options. The firm combines strategic and tactical asset allocation supported by global asset management resources and operates both as an SEC-registered adviser and broker-dealer.
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