Beverly Hills, CA Office

Michael Rader is a financial advisor with HSBC Securities (USA) Inc. in Beverly Hills, CA, holding Series 63 and Series 66 licenses and 16 years of industry experience. He has worked at multiple firms, including LPL Financial, Prudential Insurance Company of America, and Wells Fargo Clearing, with prior experience at HSBC Securities from 2013 to 2016. HSBC Securities (USA) Inc. provides managed account programs to a diverse client base, including individuals, retirement accounts, charitable organizations, and corporations, offering both client-directed and fully discretionary investment options guided by multiple model risk profiles and supported by global asset management resources.

Curtis Vega is a financial advisor at HSBC Securities (USA) Inc. with 17 years of industry experience. He holds a Series 66 designation and has worked at HSBC since 2013, initially with HSBC Bank USA N.A. and currently with HSBC Securities since 2021. HSBC Securities (USA) Inc. offers managed account programs for individuals, retirement accounts, charitable organizations, and corporations, providing a range of client-directed and discretionary portfolio options. The firm’s investment approach combines strategic and tactical asset allocation supported by global asset management resources and emphasizes a variety of risk profiles tailored to client needs.

Alireza Damirchilou is a financial advisor with HSBC Securities (USA) Inc. He holds Series 63 and Series 66 licenses and has one year of industry experience. His prior roles include positions at HSBC Bank USA, N.A., Farmers Insurance Agency, F.F.Nab, and Bank of Industry and Mine. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations, featuring both client-directed and fully discretionary options. The firm’s investment approach combines strategic and tactical asset allocation with ongoing fund due diligence and monitoring, supported by affiliated and third-party providers.

Anna Tosunyan is a financial advisor with HSBC Securities (USA) Inc. in Beverly Hills, California, holding Series 63 and Series 66 licenses and having nine years of industry experience. She has worked at various branches of HSBC since 2013. Outside of her advisory role, she serves as a caregiver for her mother. HSBC Securities (USA) Inc. offers managed account programs to a variety of clients, including individuals, retirement accounts, charitable organizations, and corporations. The firm’s investment approach combines strategic and tactical asset allocation with risk-profile-driven models and uses both discretionary and client-directed program types.

David Grande is a financial advisor with HSBC Securities (USA) Inc. in Beverly Hills, CA, holding Series 63 and Series 66 licenses and possessing 13 years of industry experience. He has been with HSBC since 2015. Outside of his advisory role, he is the owner and manager of Grande Vault LLC, a sneaker resale business. 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 utilizes a multi-profile asset allocation approach and partners with global asset managers and third-party providers for fund selection and portfolio monitoring.

Andrey Manannikov is a financial advisor at HSBC Securities (USA) Inc. with six years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at firms including Bank of America, Merrill, and JPMorgan Chase. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations through various client-directed and discretionary options. The firm utilizes a combination of strategic and tactical asset allocation supported by global asset management teams, with a notable portion of assets held in client-directed, non-discretionary portfolios.

Gabriela Maria Holian Martinez is an advisor at HSBC Securities (USA) Inc. with a Series 66 designation and one year of industry experience. Her prior roles include positions at Angelini Palisades, the Hammer Museum, and UCLA. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations through a range of client-directed and discretionary investment programs. The firm’s investment process utilizes five model risk profiles and combines strategic and tactical asset allocation developed with HSBC Global Asset Management, with ongoing fund due diligence and monitoring conducted by affiliated providers.

Kirk Whalen is a financial advisor with HSBC Securities (USA) Inc. in Beverly Hills, CA, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Merrill and Capital Group. HSBC Securities (USA) Inc. offers managed account programs to a diverse client base, including individuals, retirement accounts, charitable organizations, and corporations, utilizing both client-directed and discretionary investment approaches supported by global asset management and fund due diligence.

Ricardo Ramirez is a financial advisor at HSBC Securities (USA) Inc. with 29 years of industry experience. He holds a Series 66 designation and has worked at HSBC Bank USA N.A. and HSBC Securities (USA) Inc. for over a decade, as well as several other firms earlier in his career. 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 structured investment process with multiple risk profiles and combines strategic and tactical asset allocation in partnership with HSBC Global Asset Management and other affiliates.

Lauren Guzman is a financial advisor with HSBC Securities (USA) Inc. in Beverly Hills, CA, holding a Series 66 designation and nine years of industry experience. Her work history includes positions at Fidelity Investments, Bank of America, N.A., and Merrill. 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 utilizes a multi-profile investment process supported by global asset management and manager due diligence, operating as a registered adviser, broker-dealer, and futures commission merchant.

David Kalata is a financial advisor with HSBC Securities (USA) Inc. in Beverly Hills, California. He holds a Series 66 designation and has 23 years of industry experience, including 19 years at HSBC Securities and HSBC Bank USA. 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’s investment process uses five model risk profiles and combines strategic and tactical asset-allocation advice with ongoing fund due diligence, serving clients with a mix of discretionary and non-discretionary portfolios.

Richard Cordell is a CFP® and Series 66 credentialed advisor with 47 years of industry experience. He has worked at HSBC Securities (USA) Inc. since 2009 and at HSBC Bank USA, N.A. since 2016, and previously spent 12 years at Merrill. He serves dual roles as a registered representative and 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 for individuals, retirement accounts, charitable organizations, and corporations through various client-directed and discretionary models. The firm uses a structured investment process with multiple risk profiles and combines asset allocation advice with ongoing fund due diligence and monitoring.

Erica Pu is a financial advisor with HSBC Securities (USA) Inc. in Beverly Hills, CA, holding Series 63 and Series 66 licenses and 17 years of industry experience. She has worked at several firms including MassMutual Investors Services and MetLife Securities. In addition to her advisory role, she operates a financial and insurance services business and holds an insurance broker position specializing in life, disability, long-term care, fixed annuities, and health insurance. HSBC Securities (USA) Inc. provides managed account programs for individuals, retirement accounts, charitable organizations, and corporations, offering both client-directed and fully discretionary options. The firm uses a structured investment process with multiple risk profiles and partners with global asset management and fund selection affiliates to oversee portfolio management and ongoing monitoring.

Henry Tam is a financial advisor with HSBC Securities (USA) Inc. in Beverly Hills, CA, holding Series 63 and Series 66 licenses and with 17 years of industry experience. He has worked at HSBC Securities and HSBC Bank USA since 2014 and previously at Merrill from 2012 to 2013. HSBC Securities (USA) Inc. offers managed account programs to a diverse client base including individuals, retirement accounts, charitable organizations, and corporations. The firm utilizes multiple program types and combines strategic and tactical asset allocation supported by affiliated and third-party providers, with a focus on client-directed, non-discretionary portfolios.