Aventura, FL Office

Alfonso Montoya Jr. is a financial advisor with HSBC Securities (USA) Inc., holding Series 63 and Series 66 credentials and with 27 years of industry experience. His career includes multiple tenures at HSBC Securities (USA) Inc. and HSBC Bank USA N.A., where he also serves as a bank officer engaged in the sale of bank-related products and services. Prior to HSBC, he worked at Wells Fargo Clearing and Citicorp Investment Services. 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 combining strategic and tactical asset allocation with fund due diligence, supporting both non-discretionary and discretionary managed portfolios.

Maribel Defauwes is a financial advisor with HSBC Securities (USA) Inc. in Aventura, FL, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. She has been with HSBC Securities and HSBC Bank USA, N.A. since 2015. 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 employs a structured investment process featuring five model risk profiles and collaborates with affiliated and third-party providers for fund selection and portfolio management.

Tomas Martin is a financial advisor at HSBC Securities (USA) Inc. with two years of industry experience. He holds Series 63 and Series 66 licenses and has worked at HSBC Bank USA, N.A., TD Bank, and several other organizations prior to joining HSBC Securities. 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, utilizing a structured investment process supported by HSBC Global Asset Management and affiliated providers.

Felipe Roca is a financial advisor at HSBC Securities (USA) Inc. in Aventura, FL, holding Series 63 and Series 66 credentials with four years of industry experience. His work history includes multiple roles within HSBC entities and prior positions at Desjardins Bank, Citizens Bank, Brandsmart, and Sears. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations, providing a range of client-directed and discretionary investment solutions supported by a strategic combination of asset allocation and fund due diligence.

Claudia Correa is a financial advisor at HSBC Securities (USA) Inc. with 14 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at HSBC in various capacities since 2015. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations through client-directed and discretionary program types. The firm uses a model-driven investment process supported by global asset management affiliates and serves clients with a combination of strategic and tactical asset allocation.

Pedro Eid is a financial advisor with HSBC Securities (USA) Inc. in Aventura, FL, holding Series 63 and Series 66 licenses and seven years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Bank, N.A., and is also the owner and managing member of an e-commerce business selling home and personal goods through Walmart and Shopify online platforms. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charities, and corporations, providing client-directed and discretionary investment options supported by a combination of strategic and tactical asset allocation developed with HSBC Global Asset Management and ongoing monitoring by affiliated providers.

Daniel Rieber is a registered representative with HSBC Securities (USA) Inc. in Aventura, FL, holding a Series 66 designation and four years of industry experience. His prior roles include positions at HSBC Private Bank, Finaport Asset Management AG, and EFG Bank. He is dual hatted as a Bank Officer for 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 through a variety of client-directed and discretionary platforms. The firm uses a structured investment process with multiple risk profiles and partners with affiliated and third-party providers for asset management, fund selection, and account administration.