HSBC Securities (USA) Inc.

Samiran Kundu is a financial advisor at HSBC Securities (USA) Inc. with 15 years of industry experience. He holds Series 63 and Series 66 designations and has been with HSBC Securities since 2016, having previously worked at HSBC Bank USA NA starting in 2010. 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 uses a structured investment process that combines strategic and tactical asset allocation supported by global asset management and fund due diligence services.

Yaoxuan Wang is a financial advisor at HSBC Securities (USA) Inc. with three years of industry experience. Wang holds a Series 66 designation and has worked at HSBC Bank USA, N.A. and M&T Bank prior to their current role. 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 employs a structured investment process based on model risk profiles and leverages affiliated and third-party providers for advisory and fund selection services.

Bartolo Panepinto is a financial advisor at HSBC Securities (USA) Inc. with 24 years of industry experience. He holds Series 63 and Series 66 designations and has been with HSBC Securities since 2016. 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 employs a multi-profile investment process developed with HSBC Global Asset Management and utilizes affiliated and third-party providers for advisory, fund selection, and administrative services.

Jackson West is a financial advisor at HSBC Securities (USA) Inc. with a Series 66 designation and less than one year of industry experience. Prior to joining HSBC, he held roles at several organizations including The Ellerson Group, Abacus Corporation, Island Kitchen, and QP Global Family Offices, as well as educational positions at the University of Michigan and Fox Lane High School. HSBC Securities (USA) Inc. offers managed account programs to a diverse client base including individuals, retirement accounts, charitable organizations, and corporations. The firm provides both client-directed and discretionary investment solutions, utilizing multiple model risk profiles and combining strategic and tactical asset allocation developed with HSBC Global Asset Management and affiliated providers.

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.

Qiyue Zhang is a financial advisor at HSBC Securities (USA) Inc. with nine years of industry experience. Zhang holds Series 63 and Series 66 designations and has worked at various HSBC entities since 2016, including HSBC Bank USA and Randstad Sourceright. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations. The firm provides client-directed and discretionary investment programs supported by a structured investment process and multiple affiliated and third-party advisory resources.

Andrew Themis is a financial advisor at HSBC Securities (USA) Inc. with 16 years of industry experience. He holds a Series 66 designation and has worked at HSBC Bank USA, N.A. since 2016, HSBC Securities (USA) Inc. since 2014, and previously at Merrill from 2009 to 2014. HSBC Securities (USA) Inc. provides managed account programs to individuals, retirement accounts, charitable organizations, and corporations through various strategies, including client-directed and fully discretionary options. The firm uses a structured investment process with multiple risk profiles and combines strategic and tactical asset allocation in partnership with HSBC Global Asset Management and other affiliated providers.

Matthew Clingerman is a financial advisor with HSBC Securities (USA) Inc. in New York, NY, holding Series 63 and Series 66 designations and bringing 36 years of industry experience. He has been with HSBC Securities since 2005. HSBC Securities (USA) Inc. offers managed account programs to a broad client base, including individuals, retirement accounts, charitable organizations, and corporations. The firm employs multiple program types with varying levels of client direction and discretion and uses model risk profiles combined with global asset management and fund due diligence to guide its investment process.

Fabio Forte is a financial advisor with HSBC Securities (USA) Inc. in Miami, FL, holding Series 63 and Series 66 registrations and bringing 11 years of industry experience. He has worked at HSBC Bank USA, N.A. and HSBC Securities since 2018, with prior roles at Cetera Investment Services and Regions Bank. Outside of advising, he is an associate realtor with Forte Homes Realty LLC, a family-related real estate business in the Miami area. HSBC Securities (USA) Inc. offers managed account programs for individuals, retirement accounts, charitable organizations, and corporations, providing both client-directed and fully discretionary portfolio options. The firm’s investment process incorporates model risk profiles and combines strategic and tactical asset allocation with fund due diligence from affiliated global asset managers.

Hector Guides is a financial advisor at HSBC Securities (USA) Inc. in Miami, FL, with five years of industry experience. He holds a Series 66 designation and has held roles at HSBC Bank USA, Citibank NA, Foreside Fund Services, Unicorn Strategic Partners, AmTrust New York Community Banks, Wells Fargo, and Morenos. HSBC Securities (USA) Inc. offers a range of managed account programs serving individuals, retirement accounts, charitable organizations, and corporations. The firm uses model risk profiles and combines strategic and tactical asset allocation advice with fund due diligence, providing both client-directed and fully discretionary portfolio options.

Steven Trustey is a financial advisor with HSBC Securities (USA) Inc. in New York, NY, holding a Series 66 designation and 20 years of industry experience. His career includes roles at NewEdge Wealth, First Manhattan Co., Neuberger Berman, and multiple positions within HSBC affiliates dating back to 2006. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations, providing client-directed and discretionary portfolio options. The firm employs a structured investment approach that combines asset-allocation strategies developed with HSBC Global Asset Management and ongoing fund due diligence, serving a broad client base through personalized Investment Adviser Representatives.

Nicholas Codola is a CFA® charterholder with six years of industry experience, currently serving as an advisor at HSBC Securities (USA) Inc. in New York. His prior roles include positions at Orion Portfolio Solutions and WealthPLAN Investment Management, among others. 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 model risk profiles and combines strategic and tactical asset allocation with fund due diligence, providing both client-directed and discretionary investment solutions.

Andrew Fox is a financial advisor with HSBC Securities (USA) Inc. in Williamsville, NY, holding Series 63 and Series 66 licenses and bringing 35 years of industry experience. He has worked at HSBC Bank USA, N.A. since 2016 and HSBC Securities (USA) Inc. since 2013, with prior experience at Fifth Third Securities, Inc. and Truist Investment Services, Inc. He 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 through various discretionary and non-discretionary programs. The firm employs a structured investment process incorporating multiple risk profiles and uses affiliated and third-party providers for advisory, fund selection, and custody services.

Cindy Chen is a financial advisor with HSBC Securities (USA) Inc. based in Irvine, CA, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. She has worked at HSBC Securities since 2013 and HSBC Bank USA since 2016, and previously spent seven years at Merrill. HSBC Securities (USA) Inc. provides managed account programs to individual, retirement, charitable, and corporate clients, offering both client-directed and fully discretionary options with a structured investment process supported by HSBC Global Asset Management and affiliated advisory resources.

Keith Leong is a financial advisor with HSBC Securities (USA) Inc. in New York, NY, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. His prior work includes roles at Charles Schwab and TD Ameritrade, among others. Outside of advisory, he is involved in managing a commercial rental property. HSBC Securities (USA) Inc. offers managed account programs to a broad client base, including individuals, retirement accounts, and charitable organizations, with a range of program types from client-directed to fully discretionary. The firm’s investment process integrates strategic and tactical asset allocation supported by HSBC Global Asset Management and employs multiple affiliated providers for fund selection and portfolio monitoring.