Chi Wai
Poon
Hsbc Securities (Usa) Inc
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About this Advisor
Chi Wai Poon is a financial advisor based in Fremont, California, working with Hsbc Securities (Usa) Inc. Chi Wai has previously held positions at J.P. Morgan Securities LLC, Jpmorgan Chase Bank, N.A, Fo Trading & Training LLC, Admis Hong Kong Limited, Hsbc Bank Usa National Association, and Hsbc Securities Usa Inc. Chi Wai has passed the Series 63 regulatory exam and is registered to provide services in California. Currently, Chi Wai is part of Hsbc Securities (Usa) Inc, which operates out of Fremont, California. The firm has 62 offices and 507 employees. The firm manages assets totaling $3.0 billion and serves high-net-worth clients. The services offered by the firm include portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers, and other services. The fee structure at Hsbc Securities (Usa) Inc includes asset-based, fixed, and performance-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Hsbc Securities (Usa) Inc Brokerage Details
$3,020,458,399
507
12,389
$243,802
Investment Advisory Services
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Other
Chi Wai Poon Work History
Hsbc Bank Usa National Association
Hsbc Securities Usa Inc
J.P. Morgan Securities LLC
Jpmorgan Chase Bank, N.A
Fo Trading & Training LLC
Admis Hong Kong Limited
Disclosures
Please visit the SEC profile of Chi Wai Poon to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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