Jason Klager is a Certified Financial Planner (CFP®) with 19 years of industry experience. He is currently affiliated with HSBC Securities (USA) Inc. and has held roles there since 2013, also serving as a Bank Officer for HSBC Bank USA, N.A., an affiliate of the firm. Klager’s career includes over a decade of continuous service within the HSBC organization. HSBC Securities (USA) Inc. provides managed account programs to a diverse client base, including individuals, retirement accounts, charitable organizations, and corporations. The firm offers a range of program types, from client-directed to fully discretionary portfolios, and employs a structured investment process that incorporates strategic and tactical asset allocation in collaboration with HSBC Global Asset Management and other affiliated providers.

Meng Dan Xiao is a financial advisor at HSBC Securities (USA) Inc. with 11 years of industry experience. She holds Series 63 and Series 66 credentials. Her prior experience includes positions at HSBC Bank USA, N.A., New York Life, and J.P. Morgan Chase Bank. HSBC Securities (USA) Inc. offers managed account programs to a broad client base, including individuals, retirement accounts, charitable organizations, and corporations. The firm’s investment approach combines strategic and tactical asset allocation supported by various affiliated advisory and fund selection services, with a focus on both discretionary and client-directed portfolios.

Allice Fu is a financial advisor with HSBC Securities (USA) Inc. in New Hyde Park, NY, holding Series 63 and Series 66 credentials and 26 years of industry experience. She has been with HSBC Bank USA, N.A. and HSBC Securities (USA) Inc. for 21 years. In addition to her role as a registered representative, she serves as a Bank Officer for HSBC Bank (USA) N.A., engaging in the sale of bank-related products and services. HSBC Securities (USA) Inc. provides managed account programs for individuals, retirement accounts, charitable organizations, and corporations, featuring both client-directed and fully discretionary options. The firm combines strategic and tactical asset allocation with ongoing fund due diligence and offers specialized programs including the Offshore Spectrum for qualified non-resident clients.

Anthony Mancusi Jr. is a registered representative with HSBC Securities (USA) Inc. and holds the Series 63 and Series 66 designations. He has 21 years of industry experience and has worked at HSBC Securities and its affiliate HSBC Bank USA N.A. since 2006. In addition to his advisory role, he serves as a Bank Officer at HSBC Bank USA N.A., engaging in the sale of bank-related products and services. HSBC Securities (USA) Inc. provides managed account programs to individuals, retirement accounts, charitable organizations, and corporations through various program types, including client-directed and fully discretionary options. The firm combines strategic and tactical asset allocation advice with due diligence and ongoing fund monitoring, offering both U.S. and offshore investment solutions.

Aderonke Ayangbesan is a financial advisor with HSBC Securities (USA) Inc. and holds the Series 63 and Series 66 designations. She has 16 years of industry experience and has previously worked at Wells Fargo and Merrill. Ayangbesan is also dual-hatted as a Bank Officer for HSBC Bank (USA) N.A., where she engages in the sale of bank-related products alongside her role as a registered representative. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations through various client-directed and discretionary options. The firm utilizes a structured investment process with multiple risk profiles and partners with affiliated and third-party providers for advisory, fund selection, and administrative services.

Giscard Chery is a financial advisor with HSBC Securities (USA) Inc. holding Series 63 and Series 66 credentials and 13 years of industry experience. His prior experience includes roles at Wells Fargo and Merrill, with multiple tenures at HSBC entities. He also serves as a Bank Officer for HSBC Bank (USA) N.A., an affiliate of his advisory firm, in addition to his registered representative duties. HSBC Securities (USA) Inc. provides managed account programs serving individuals, retirement accounts, charitable organizations, and corporations. The firm offers various program types ranging from client-directed to fully discretionary portfolios and integrates global asset management expertise with a multi-profile investment approach.

Steven Wagner is a financial advisor with HSBC Securities (USA) Inc. He holds Series 63 and Series 66 licenses and has 24 years of industry experience. His career includes multiple roles within HSBC-affiliated entities and Investors Bank. 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 range of investment strategies from client-directed to fully discretionary programs, utilizing model risk profiles and due diligence processes supported by HSBC Global Asset Management and affiliated providers.

Aly Eldean Ibrahim is a financial advisor with HSBC Securities (USA) Inc. He holds a Series 66 designation and has one year of industry experience. His prior roles include positions at HSBC Bank USA, NestEgg Investments, Oceanfirst Bank, Cetera, and Flushing Bank. HSBC Securities (USA) Inc. provides managed account programs to a broad client base, including individuals, retirement accounts, charitable organizations, and corporations. The firm offers various program types, combining client-directed and discretionary approaches, and employs a multi-profile investment process supported by global asset management affiliates and third-party providers.

Yeong Keng Chien is a CFP® professional with 20 years of industry experience, currently serving at HSBC Securities (USA) Inc. since 2016. Prior to this, he worked at Merrill from 2012 to 2015. He also holds a concurrent role as a Bank Officer for HSBC Bank (USA) N.A., an affiliate of HSBC Securities (USA) Inc., where he is involved in the sale of bank-related products and services. HSBC Securities (USA) Inc. offers a range of managed account programs to individuals, retirement accounts, charitable organizations, and corporations, blending client-directed and discretionary investment options. The firm utilizes a structured investment process supported by HSBC Global Asset Management and other affiliated providers, combining strategic and tactical asset allocation with ongoing fund due diligence.

Anthony Louca is a financial advisor with HSBC Securities (USA) Inc. in New Hyde Park, NY. He holds Series 63 and Series 65 licenses and has 26 years of industry experience. Mr. Louca has been with HSBC Bank USA N.A. since 2013. 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 utilizes multiple model risk profiles and combines strategic and tactical asset allocation with fund due diligence and ongoing monitoring, serving clients through both discretionary and non-discretionary managed portfolios.

Jeffrey Tso is a financial advisor with HSBC Securities (USA) Inc., holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has worked extensively with HSBC Bank USA, N.A. and HSBC Securities (USA) Inc. since 2015, and also operated My Sales LLC for a year. He serves as a dual-hatted Bank Officer at HSBC Bank (USA) N.A., providing bank-related products alongside his registered representative role. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations, providing both client-directed and discretionary investment solutions. The firm’s investment process incorporates multiple risk profiles and leverages HSBC Global Asset Management for asset allocation and fund due diligence, distinguishing itself with integrated advisory and brokerage capabilities as well as specialized offshore programs.