Hsbc Securities (Usa) Inc
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About this Advisor
James Holland is a chartered financial analyst working in New York, New York, with a total of 12 years of work experience. Holland is an employee of Hsbc Securities (Usa) Inc. Over the course of their career, Holland has held roles at Hsbc Private Bank and Hsbc Bank. Holland holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to advise clients in Washington, D.c. and Texas. Hsbc Securities (Usa) Inc is an advisory firm that has its headquarters in New York, New York. The company has offices in 229 locations and a total of 943 advisors. It has $4 billion in assets under management among its 16,410 customer accounts, placing it among the largest firms in the country by assets under management. The firm serves two charities and foundations. Of its 16,410 customer accounts, just 12% are associated with high-net-worth clients who have more than $1 million in assets. Hsbc Securities (Usa) Inc offers a broad range of services, including portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers and other services. Fees for financial management typically depend on which services the firm provides the client. However, fee types charged by Hsbc Securities (Usa) Inc likely include some blend of asset-based, fixed and performance-based fees.
Certifications and Registrations
Years of Experience
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Hsbc Securities (Usa) Inc Brokerage Details
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Investment Advisory Services
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
James Holland Work History
James has 12 years of experience.
Hsbc Private Bank
James Holland has no disclosures.
Please visit their SEC profile for more details.