Miami, FL Brickell Avenue, 16th Office

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.

Juan Restrepo is a financial advisor with HSBC Securities (USA) Inc. in Miami, FL, holding Series 63 and Series 66 designations and totaling 24 years of industry experience. His career has been centered within the HSBC organization since 2015. Outside of his advisory role, he is an equity partner in Tienda Origen LLC, a company involved in online cosmetics sales. HSBC Securities (USA) Inc. offers a variety of managed account programs to individuals, retirement accounts, charitable organizations, and corporations, combining both client-directed and fully discretionary investment options. The firm employs a structured investment process with model risk profiles and utilizes affiliated and third-party providers for fund selection and portfolio management.

Rolando Abellon is a financial advisor at HSBC Securities (USA) Inc. in Miami, FL, with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has been with HSBC since 2016, including concurrent service at HSBC Bank USA, N.A. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations through a range of client-directed and discretionary solutions. The firm employs a risk-profile-driven investment process supported by HSBC Global Asset Management and other affiliated providers, with a notable emphasis on client-directed portfolios within its Spectrum program offerings.

Jose Baez is a financial advisor at HSBC Securities (USA) Inc. with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including JPMorgan Chase Bank, Morgan Stanley, Deutsche Bank Securities, Merrill, and Citigroup. HSBC Securities (USA) Inc. offers managed account programs for individuals, retirement accounts, charitable organizations, and corporations, featuring both client-directed and discretionary portfolio options. The firm utilizes a structured investment process with multiple risk profiles and collaborates with affiliated and third-party providers for asset management and custody services.

Michael Morrison is a financial advisor with HSBC Securities (USA) Inc. in Miami, FL, holding a Series 66 designation and 17 years of industry experience. He has worked at HSBC since 2014 and concurrently serves as a Bank Officer for HSBC Bank (USA) N.A., engaging in the sale of bank-related products and services. His prior experience includes roles at Charles Schwab, Merrill, and Edward Jones. HSBC Securities (USA) Inc. offers managed account programs serving individuals, retirement accounts, charitable organizations, and corporations. The firm provides various program types ranging from client-directed to fully discretionary portfolios, utilizing multiple risk profiles and relying on affiliated and third-party providers for investment advisory, fund selection, and custody services.

Karen Mendivil is a financial advisor with HSBC Securities (USA) Inc. in Miami, FL, holding a Series 66 designation and 19 years of industry experience. Her career includes roles at Morgan Stanley, Wells Fargo Clearing, and HSBC Bank USA, N.A. She has been with HSBC Securities since 2022. HSBC Securities (USA) Inc. provides managed account programs for individuals, retirement accounts, charitable organizations, and corporations, offering a range of client-directed and discretionary investment solutions. The firm employs a multi-profile asset allocation approach supported by HSBC Global Asset Management and uses both affiliated and third-party providers for advisory and administrative services.

Gustavo Pecego is a Senior Financial Advisor with Merrill Lynch Wealth Management. He collaborates closely with clients to understand their individual investment styles, priorities, and goals in order to build personalized wealth management strategies. Gustavo provides access to investment insights from Merrill, along with trust, fiduciary, credit, and lending services offered through Bank of America and its affiliates. His focus areas include International Wealth Management, Managing New Wealth, and Sports & Entertainment. Gustavo holds a Bachelor's Degree from Florida International University and the Personal Investment Advisor (PIA) designation. He is fluent in English, Portuguese, and Spanish. Gustavo is actively involved in his community, including volunteer work with Baragua JUDO KAI. Outside of work, he enjoys skiing, soccer, traveling, and spending time with his family.

Silvano Vizoso Jr. is a CFP®-designated financial advisor with 33 years of industry experience, currently with HSBC Securities (USA) Inc. He has worked at several notable firms including First Horizon Advisors, Iberia Bank, Wells Fargo Advisors, and A.G. Edwards & Sons. Vizoso also holds a concurrent position as a Bank Officer for HSBC Bank (USA) N.A., where he engages in the sale of bank-related products and services. 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 investment programs with varying risk profiles and combines strategic and tactical asset allocation with global fund due diligence and monitoring.

Laura Villegas is a Series 66-licensed financial advisor at HSBC Securities (USA) Inc. in Miami, FL, with 17 years of industry experience. She has worked at HSBC Securities since 2015 and previously held roles at Sabadell Securities USA, Morgan Stanley, and Citigroup Global Markets. HSBC Securities (USA) Inc. offers managed account programs to a diverse client base, including individuals, retirement accounts, charitable organizations, and corporations, using a range of client-directed and discretionary investment strategies supported by a global asset management platform.

Rajesh Changlani is a financial advisor with HSBC Securities (USA) Inc. in Miami, FL, holding a Series 66 designation and 27 years of industry experience. He has worked at HSBC Securities and HSBC Bank USA since 2006. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations through various client-directed and discretionary investment options. The firm utilizes model risk profiles and combines strategic and tactical asset allocation with fund due diligence and monitoring, serving a broad client base with both onshore and offshore investment programs.

Ana Azario is a financial advisor with HSBC Securities (USA) Inc. in Miami, FL, holding Series 63 and Series 65 credentials and bringing six years of industry experience. Her prior roles include positions at Goldman Sachs, JPMorgan Chase, and Citi International Financial Services, among others. Before entering finance, she worked for the U.S. Consulate and operated a translation business. HSBC Securities (USA) Inc. offers managed account programs for individuals, retirement accounts, charitable organizations, and corporations through both client-directed and fully discretionary platforms. The firm uses a structured investment process with multiple risk profiles and collaborates with affiliated and third-party providers for asset management, fund selection, and administrative services.

Arturo Montemayor is a financial advisor at HSBC Securities (USA) Inc. based in Miami, FL, holding a Series 66 designation with 20 years of industry experience. His prior firms include Bank of America, Merrill, Wells Fargo Clearing, JPMorgan Chase, Morgan Stanley, and Deutsche Bank. HSBC Securities (USA) Inc. serves a diverse clientele through managed account programs, offering both client-directed and fully discretionary portfolio options. The firm employs a structured investment process with multiple risk profiles and collaborates with affiliated and third-party providers for fund selection and portfolio management.

Rafael Cortez Bernal is a financial advisor with HSBC Securities (USA) Inc. in Miami, FL, holding Series 63 and Series 66 designations and nine years of industry experience. He has worked with various HSBC entities since 2017 and also serves as a bank officer for HSBC Bank (USA) N.A., an affiliate of his advisory firm. 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 solutions supported by strategic asset allocation and ongoing fund oversight.

Jose Gonzalez is a financial advisor with HSBC Securities (USA) Inc. in Miami, FL, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at Morgan Stanley Smith Barney LLC, J.P. Morgan Securities, JPMorgan Chase Bank, N.A., AXA Advisors, LLC, and East Harbor. He serves as a director for ALPFA, a nonprofit organization, where he assists in coordinating events and participates in board meetings. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations. The firm’s investment process incorporates multiple risk profiles and combines strategic and tactical asset-allocation advice, leveraging affiliated providers for advisory and fund selection, and supports both client-directed and fully discretionary portfolio management.