Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
Christopher B
Series 63, Series 66
New York, NY
HSBC Securities (USA) Inc.
Christopher Belich is a financial advisor with HSBC Securities (USA) Inc. in New York, NY, holding Series 63 and Series 66 licenses and bringing eight years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Bank, N.A. He serves as a co-trustee for a family trust. HSBC Securities (USA) Inc. offers managed account programs to a diverse client base, including individuals, retirement accounts, charitable organizations, and corporations, utilizing a range of program types from client-directed to fully discretionary strategies. The firm combines strategic and tactical asset allocation developed with HSBC Global Asset Management and conducts ongoing fund due diligence through affiliated providers.
Elker M
Series 66
New York, NY
HSBC Securities (USA) Inc.
Elker Meta is a financial advisor at HSBC Securities (USA) Inc. with six years of industry experience. He holds the Series 66 designation and previously worked at Bank of America, Merrill, and other firms. He also serves as a Bank Officer for HSBC Bank (USA) N.A., an affiliate of HSBC Securities, engaging in the sale of bank-related products alongside his registered representative role. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations. The firm provides both client-directed and fully discretionary investment solutions, utilizing strategic and tactical asset allocation supported by HSBC Global Asset Management and affiliated providers.
Prakash S
CFA®, Series 66
New York, NY
HSBC Securities (USA) Inc.
Prakash Shahani is a CFA® charterholder with 25 years of industry experience, currently serving as a registered representative at HSBC Securities (USA) Inc. and as a Bank Officer at HSBC Bank USA N.A., an affiliated entity. His prior experience includes roles at Santander Securities LLC, Citigroup Global Markets, and Citicorp Investment Services. Outside of his advisory work, he is a passive partner in a warehousing business storing merchandise and owner of a second home used as a rental property. HSBC Securities (USA) Inc. provides managed account programs to individuals, retirement accounts, charitable organizations, and corporations, offering both client-directed and discretionary investment solutions with a risk-profile-based approach. The firm integrates global asset management resources and offers specialized programs including offshore accounts for qualified non-resident clients.
Junqi W
Series 63, Series 66
New York, NY
HSBC Securities (USA) Inc.
Junqi Wu is a financial advisor with HSBC Securities (USA) Inc. based in New York, NY, holding Series 63 and Series 66 licenses and possessing seven years of industry experience. He has worked with HSBC Bank USA, N.A. and HSBC Securities (USA), Inc. since 2018, and previously with TD Bank N.A. from 2016 to 2018. In addition to his advisory role, Wu 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 to individuals, retirement accounts, charitable organizations, and corporations, offering client-directed and fully discretionary options. The firm uses five model risk profiles and combines strategic and tactical asset allocation developed in partnership with HSBC Global Asset Management to manage portfolios.
Kamal M
Series 63, Series 65
New York, NY
HSBC Securities (USA) Inc.
Kamal Malhotra is a financial advisor at HSBC Securities (USA) Inc. in New York, NY, with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at various divisions of HSBC as well as Wells Fargo and Citizens Securities. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations, providing both client-directed and fully discretionary investment options. The firm uses a structured investment process that includes strategic and tactical asset allocation and fund due diligence, supported by HSBC Global Asset Management and affiliated providers.
Kenneth K
Series 63, Series 66
New York, NY
HSBC Securities (USA) Inc.
Kenneth Klomberg is a financial advisor at HSBC Securities (USA) Inc. with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with various HSBC entities in New York since 2008. HSBC Securities (USA) Inc. offers managed account programs for individuals, retirement accounts, charitable organizations, and corporations through several client-directed and discretionary program types. The firm uses model risk profiles and combines strategic and tactical asset allocation developed in partnership with HSBC Global Asset Management, while relying on affiliated and third-party providers for advisory and operational support.
Sai N
Series 63, Series 65
New York, NY
HSBC Securities (USA) Inc.
Sai Ng is a financial advisor with HSBC Securities (USA) Inc. in New York, NY, holding Series 63 and Series 65 credentials and 18 years of industry experience. He has been with HSBC Bank USA, N.A. and HSBC Securities (USA) Inc. for the past 10 years. In addition to his role as a registered representative, Ng also 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. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations, combining client-directed and discretionary investment options. The firm’s investment approach utilizes strategic and tactical asset allocation supported by HSBC Global Asset Management and employs independent fund due diligence, with program offerings tailored to varying risk profiles and client needs.
Sidita S
Series 63, Series 66
New York, NY
HSBC Securities (USA) Inc.
Sidita Sokoli is a financial advisor with HSBC Securities (USA) Inc. in New York, NY, holding Series 63 and Series 66 licenses and having 23 years of industry experience. She has been with HSBC Securities and HSBC Bank USA, N.A. since 2014. HSBC Securities (USA) Inc. provides managed account programs to individuals, retirement accounts, charitable organizations, and corporations through a variety of client-directed and discretionary portfolio options. The firm’s investment approach incorporates multiple risk profiles and combines strategic and tactical asset allocation with ongoing fund due diligence and management from affiliated providers.
Abanoub G
Series 66
New York, NY
HSBC Securities (USA) Inc.
Abanoub Gabra is a financial advisor with HSBC Securities (USA) Inc. in New York, NY, holding a Series 66 license and nine years of industry experience. His career includes roles at HSBC Bank USA National Association, Merrill, and Bank of America. He is also a bank officer at HSBC Bank (USA) N.A., an affiliate of his primary firm, engaging in the sale of bank-related products alongside his duties as a registered representative. HSBC Securities (USA) Inc. provides managed account programs to individuals, retirement accounts, charitable organizations, and corporations, offering both client-directed and fully discretionary investment options. The firm’s investment process incorporates strategic and tactical asset allocation supported by global asset management teams and utilizes partnerships with affiliated and third-party providers for advisory, fund selection, and administrative services.
Matthew C
Series 63, Series 66
New York, NY
HSBC Securities (USA) Inc.
Matthew Costanzo is a financial advisor with HSBC Securities (USA) Inc. in New York, NY, holding Series 63 and Series 66 credentials and 11 years of industry experience. He has worked at HSBC in various capacities since 2015, including roles at both HSBC Securities (USA) Inc. and HSBC Bank USA, N.A. HSBC Securities (USA) Inc. offers managed account programs to a diverse client base, including individuals, retirement accounts, charitable organizations, and corporations, through multiple program types ranging from client-directed to fully discretionary portfolios. The firm employs a structured investment process combining strategic and tactical asset allocation with ongoing fund due diligence and monitoring.
Steven V
Series 63, Series 65, Series 66
New York, NY
HSBC Securities (USA) Inc.
Steven Verveniotis is a financial advisor with HSBC Securities (USA) Inc. in New York, NY, holding Series 63, 65, and 66 licenses and bringing 30 years of industry experience. He has worked with HSBC in various capacities since 2006, including roles at HSBC Bank USA N.A. and Signature Securities Group Corp. He also serves as a Bank Officer at HSBC Bank (USA) N.A., engaging 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 discretionary investment options. The firm utilizes a structured investment process combining strategic and tactical asset allocation and works with affiliated and third-party providers for fund due diligence, administration, and custody services.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)
Finding advisors...
Find a financial advisor
Based on your filters