Meredith
Jensen
Hsbc Securities (Usa) Inc
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About this Advisor
Meredith Jensen is a financial advisor based in Mill Valley, California, working with Hsbc Securities (Usa) Inc. Meredith has previously held positions at Ubs Securities LLC, Otr Global Trading LLC, Morgan Stanley Smith Barney LLC, Morgan Stanley Private Bank, N.A, Hsbc Securities (Usa) Inc, Narvar, and San Francisco Federal Reserve Bank. Meredith has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in California. Currently, Meredith is part of Hsbc Securities (Usa) Inc, which operates out of Mill Valley, 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
Meredith Jensen Work History
Hsbc Securities (Usa) Inc
San Francisco Federal Reserve Bank
Narvar
Morgan Stanley Smith Barney LLC
Morgan Stanley Private Bank, N.A
Morgan Stanley Smith Barney LLC
Otr Global Trading LLC
Ubs Securities LLC
Disclosures
Please visit the SEC profile of Meredith Jensen 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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