Jorgo
Celo
Hsbc Securities (Usa) Inc
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About this Advisor
Jorgo Celo is a financial advisor based in New Hyde Park, New York, working with Hsbc Securities (Usa) Inc. Jorgo has previously held positions at Stony Brook University Recreation Center, West Side Tennis Club, Coliseum Gym And Fitness Center, Kupi Wealth Management, Woodbury Financial Services, Inc, Jpmorgan Chase Bank, N.A, J.P. Morgan Securities LLC, David Lerner Associates, Inc, Woodbury Financial Services, Hsbc Bank Usa National Association, Hsbc Securities (Usa) Inc, and Stony Brook University. Jorgo has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in New York. Currently, Jorgo is part of Hsbc Securities (Usa) Inc, which operates out of New Hyde Park, New York. 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
Jorgo Celo Work History
Hsbc Bank Usa National Association
Hsbc Securities (Usa) Inc
Jpmorgan Chase Bank, N.A
J.P. Morgan Securities LLC
Woodbury Financial Services, Inc
David Lerner Associates, Inc
Kupi Wealth Management
Woodbury Financial Services
Stony Brook University Recreation Center
Coliseum Gym And Fitness Center
Stony Brook University
West Side Tennis Club
Disclosures
Please visit the SEC profile of Jorgo Celo to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Hsbc Securities (Usa) Inc
Chatham, NJ
Westlake, OH
Mc Lean, VA
New York, NY
New York, NY
New York, NY
New York, NY
Buffalo, NY
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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