Irvine, CA Culver Drive Office

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.

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.

Dalal Sallman is a financial advisor at HSBC Securities (USA) Inc. with 21 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at HSBC Bank USA N.A. since 2014. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations, using a range of client-directed and discretionary strategies. The firm combines strategic and tactical asset allocation with global fund due diligence and serves a broad client base through several program types, including an offshore offering for qualified non-resident aliens.

Anil Patel is a financial advisor at HSBC Securities (USA) Inc. with 25 years of industry experience. He holds a Series 66 designation and has worked at HSBC Securities since 2013, as well as at HSBC Bank USA, N.A. since 2016. Prior to that, he held positions at Banc of America Investment Services and Morgan Stanley DW Inc. Patel also serves as a Bank Officer for HSBC Bank USA, an affiliate of HSBC Securities, where he engages in the sale of bank-related products and services alongside his advisory role. HSBC Securities (USA) Inc. offers managed account programs to a diverse client base including individuals, retirement accounts, charitable organizations, and corporations. The firm employs multiple program types ranging from client-directed accounts to fully discretionary portfolios, using model risk profiles and a combination of strategic and tactical asset allocation developed with HSBC Global Asset Management.

Simon Syer is a financial advisor with HSBC Securities (USA) Inc. in Irvine, CA, holding the ChFC® designation and Series 63 and 66 licenses, with 16 years of industry experience. He has worked at HSBC Securities (USA) Inc. since 2013 with a break before returning in 2024, and previously spent nine years with Mass Mutual Investors Services and MassMutual Life Insurance Company. 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, offering a range of client-directed and fully discretionary investment options. The firm’s investment process incorporates model risk profiles and combines strategic and tactical asset allocation, utilizing affiliated and third-party providers for advisory and fund management services.

Kai Sheng is a financial advisor at HSBC Securities (USA) Inc. with 12 years of industry experience. He holds a Series 66 designation and has worked at HSBC Securities and its affiliate HSBC Bank USA N.A. since 2016. Prior to that, he was with Merrill and Edward Jones. Kai is also a Bank Officer at HSBC Bank (USA) N.A., where he sells bank-related products alongside his advisory role. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations. The firm provides multiple program types ranging from client-directed to fully discretionary portfolios and employs a structured investment process supported by HSBC Global Asset Management and third-party providers.

Peiyi Wang is a financial advisor at HSBC Securities (USA) Inc. in Irvine, CA, holding a Series 66 designation with three years of industry experience. Prior to joining HSBC in 2023, Wang was CEO of Alty International Inc., a service company related to real estate agency services, where she retained a share but no longer has an active role. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations, featuring both client-directed and discretionary investment options supported by strategic and tactical asset allocation developed with HSBC Global Asset Management.

Aleksandr Leybengrub is a financial advisor with HSBC Securities (USA) Inc. in Irvine, CA, holding the ChFC® designation and Series 63 and 65 licenses. He has 16 years of industry experience, including prior roles at J.P. Morgan Securities and Chase Investment Services Corp. Leybengrub serves as the Chief Financial Officer of Esperanza Sonrisa Association, a homeowners association, where he volunteers to oversee financial matters and community property management. HSBC Securities (USA) Inc. provides managed account programs for individuals, retirement accounts, charitable organizations, and corporations, offering both client-directed and discretionary investment options. The firm employs a multi-profile investment approach supported by HSBC Global Asset Management and various third-party providers.

Rui Hu is a financial advisor at HSBC Securities (USA) Inc. with five years of industry experience. He holds the ChFC® designation and Series 66 license. Prior to joining HSBC Securities, Rui worked at MML Investors Services LLC and MassMutual Life Insurance Company. He also served as a Bank Officer for HSBC Bank USA, N.A., engaging in the sale of bank-related products and services alongside his advisory role. HSBC Securities (USA) Inc. provides managed account programs to individuals, retirement accounts, charitable organizations, and corporations, offering a range of client-directed and discretionary investment options. The firm’s investment process incorporates multiple risk profiles and utilizes asset allocation strategies developed in partnership with HSBC Global Asset Management.

Mia Ros is a financial advisor with HSBC Securities (USA) Inc. in Irvine, CA, holding Series 63 and 66 licenses and having seven years of industry experience. She has worked with HSBC and its affiliates since 2017, including roles at HSBC Bank USA National Association as a bank officer, alongside her registered representative duties. Mia previously worked at Premier Healthcare Services and Bank of the West. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations through a range of client-directed and discretionary options. The firm uses a five-profile investment process and collaborates with HSBC Global Asset Management and other affiliated providers for fund selection and portfolio management.