Bellevue, WA Office

Samiran Kundu is a financial advisor with HSBC Securities (USA) Inc. in Bellevue, WA, holding Series 63 and Series 66 licenses and 14 years of industry experience. He has worked at HSBC Bank USA NA since 2010 and joined HSBC Securities (USA) Inc. in 2016. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations, featuring a range of client-directed and discretionary options. The firm employs a multi-profile investment process developed in partnership with HSBC Global Asset Management and other affiliated providers, serving clients through personalized investment adviser representatives.

Kun Qian is a CFA® charterholder and holds Series 63 and Series 66 licenses, currently serving as a financial advisor at HSBC Securities (USA) Inc. in Bellevue, WA. He has three years of industry experience, including roles at HSBC Bank USA, N.A. and 86 Research. HSBC Securities (USA) Inc. provides managed account programs to individuals, retirement accounts, charitable organizations, and corporations through various client-directed and discretionary offerings. The firm uses model risk profiles and a combination of strategic and tactical asset allocation developed with HSBC Global Asset Management, with a managed-account business weighted toward non-discretionary, client-directed portfolios.

Rong Zhang is a financial advisor at HSBC Securities (USA) Inc. based in Bellevue, WA, holding Series 66 and Series 63 credentials with eight years of industry experience. Prior to joining HSBC in 2018, Rong worked at Bank of America and Bank of Nova Scotia. She serves as a board member of the Greater China Hong Kong Business Association of Washington, a nonprofit focused on expanding business networks and community events in the state. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations, featuring client-directed and discretionary investment options supported by a global asset management team. The firm combines strategic and tactical asset-allocation advice with ongoing fund due diligence, operating under multiple registrations that provide a range of investment services including an offshore program for qualified non-residents.

Fangxu Xie is an advisor at HSBC Securities (USA) Inc. with a Series 66 designation and approximately one year of industry experience. Prior to his current role, he held positions at HSBC Bank USA, N.A., King Ge LLC, and HSBC Bank in China. HSBC Securities (USA) Inc. provides managed account programs to individuals, retirement accounts, charitable organizations, and corporations, offering both client-directed and fully discretionary investment solutions. The firm’s investment approach combines strategic and tactical asset allocation developed with HSBC Global Asset Management, supported by ongoing fund due diligence and monitoring.

Le Wang is a registered representative with HSBC Securities (USA) Inc. based in Bellevue, WA. He holds the Series 66 designation and has experience working at HSBC Securities (USA) Inc., HSBC Bank USA, N.A., and East West Bank. In addition to his role as a financial advisor, he serves as a Bank Officer for HSBC Bank (USA) N.A., an affiliate of HSBC Securities, and is involved 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 client-directed and discretionary offerings. The firm uses a multi-profile investment approach supported by HSBC Global Asset Management and affiliated third-party providers, combining strategic and tactical asset allocation with ongoing fund due diligence.

David Ishii is a financial advisor with HSBC Securities (USA) Inc. in Bellevue, WA, holding Series 65 and Series 63 licenses with six years of industry experience. His work history includes roles at HSBC Bank USA, J.P. Morgan Securities, First Republic Bank, and Washington Federal. He also serves 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. The firm employs a range of discretionary and non-discretionary investment programs with a structured asset allocation process supported by affiliated global asset management and fund selection teams.

Qiang Lu is a financial advisor at HSBC Securities (USA) Inc. with four years of industry experience. He holds Series 66, Series 63, and Series 65 designations and has worked previously at firms including Merrill, Transamerica Financial Advisors LLC, and Howbuy Corporation. Outside of advisory roles, he has provided administrative support in business consulting. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations, featuring both client-directed and discretionary investment options. The firm combines strategic and tactical asset allocation with global fund due diligence and monitoring, and serves a broad client base through a variety of program types including its Offshore Spectrum program for qualified non-resident aliens.

Meiling Elsner is a financial advisor at HSBC Securities (USA) Inc. in Bellevue, WA, with 15 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Cetera and East West Bank. 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 portfolios. The firm’s investment process incorporates multiple risk profiles and combines strategic and tactical asset allocation advice developed with HSBC Global Asset Management.