Hsbc Securities (Usa) Inc
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About this Advisor
Joseph Davis is a certified financial planner working in New York, New York, who has been in the financial industry for 13 years. Davis works at Hsbc Securities (Usa) Inc. Throughout their career, Davis has worked at Hsbc Bank Usa, Na, Vassar College, Hsbc Securites (Usa)Inc and Hsbc Bank Usa, N.A. Davis maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can operate in Louisiana, New Jersey, Utah, Maryland, North Carolina and Texas. Hsbc Securities (Usa) Inc is a financial 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 controls $4 billion in total assets between its 16,410 customer accounts, making it one of the biggest firms in the country by assets under management. The firm provides services to two charities and foundations. Of its 16,410 accounts, just 12% belong to high-net-worth individuals who have more than $1 million in investable assets. The company performs a wide range of services, such as portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers and other services. Fees for financial advice largely vary depending on the type of services provided. However, fees billed by Hsbc Securities (Usa) Inc may include 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
Joseph Davis Work History
Joseph has 13 years of experience.
Hsbc Bank Usa, N.A
Hsbc Securites (Usa)Inc
Hsbc Bank Usa, Na
Joseph Davis has no disclosures.
Please visit their SEC profile for more details.