Elijah Chen is a financial advisor with HSBC Securities (USA) Inc. in Seattle, WA, holding a Series 66 license and two years of industry experience. He has worked previously at MML Investors Services LLC, MassMutual Life Insurance Co, and Equitable Advisors. In addition to his role as a registered representative, he also serves as a Bank Officer for HSBC Bank (USA) N.A., an affiliate of HSBC Securities, where he engages 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, offering both client-directed and fully discretionary investment options. The firm employs a model-based investment approach and uses a combination of strategic and tactical asset allocation with ongoing due diligence conducted by affiliated global asset management teams.

Michael Savio is a financial advisor at HSBC Securities (USA) Inc. with eight years of industry experience. He holds Series 63 and Series 66 designations. His prior experience includes roles at J.P. Morgan Securities and JPMorgan Chase Bank, as well as a brief period working at Menchies Frozen Yogurt and Western Washington University. HSBC Securities (USA) Inc. offers managed account programs serving individuals, retirement accounts, charitable organizations, and corporations. The firm employs multiple program types combining client-directed and discretionary investment strategies, utilizing a model risk profile approach and partnering with affiliated and third-party providers for asset management and fund selection.

Zhipan Huang is a financial advisor with HSBC Securities (USA) Inc. in Seattle, WA, holding Series 63 and Series 66 licenses with 11 years of industry experience. Prior to joining HSBC in 2018, Huang worked at JP Morgan Securities, LLC and JP Morgan Chase Bank from 2016 to 2018. Outside of advising, Huang manages a residential rental property. HSBC Securities (USA) Inc. provides managed account programs for individuals, retirement accounts, charitable organizations, and corporations with varying levels of client involvement, ranging from client-directed portfolios to fully discretionary management. The firm employs a five-profile risk framework and incorporates global asset management resources while maintaining both advisory and brokerage registrations.

Todd Haberly is a CFA® charterholder and holds a Series 66 license, with nine years of industry experience. He is currently with HSBC Securities (USA) Inc. in Seattle, where he has worked since 2018. Prior to that, he was with Windrose Advisors, LLC and Vulcan Inc. He owns a residential rental property in Seattle, which he manages with minimal time commitment. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations. The firm’s investment approach includes a range of client-directed and discretionary programs, utilizing multiple model risk profiles and incorporating strategic and tactical asset allocation developed in partnership with HSBC Global Asset Management.

Colleen Bucknum is a financial advisor with HSBC Securities (USA) Inc. in Seattle, WA, holding Series 63 and Series 65 designations and having 11 years of industry experience. She is dual-hatted as a Bank Officer for HSBC Bank USA, N.A., an affiliate of HSBC Securities, 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 program types. The firm combines strategic and tactical asset allocation with ongoing fund due diligence and operates an Offshore Spectrum program for qualified non-resident aliens.

Luke Jauhola is a financial advisor at HSBC Securities (USA) Inc. in Seattle, WA, with 22 years of industry experience. He holds a Series 66 designation and has worked at HSBC Securities since 2013, previously having roles at HSBC Bank USA, N.A., Chase Investment Services Corp., Wamu Investments, Inc., and UBS Financial Services. He also serves as a Bank Officer for HSBC Bank (USA) N.A., an affiliate of his primary firm, where he is involved in the sale of bank-related products and services. HSBC Securities (USA) Inc. provides managed account programs to a broad client base, including individuals, retirement plans, charitable organizations, and corporations. The firm offers multiple program types ranging from client-directed to fully discretionary portfolios, combining strategic and tactical asset allocation with ongoing fund due diligence and monitoring.

Thomas Jaffe is a financial advisor with HSBC Securities (USA) Inc. in Seattle, WA, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has worked at HSBC Securities since 2012 and HSBC Bank USA, N.A. since 2016, and previously spent five years at Citigroup Global Markets. Jaffe also serves as 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 portfolio options. The firm’s investment process incorporates multiple risk profiles and collaborates with HSBC Global Asset Management and other affiliated providers for asset allocation and fund selection.