Steven
Wagner
Hsbc Securities (Usa) Inc
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About this Advisor
Steven Wagner is a financial advisor based in New Hyde Park, New York, working with Hsbc Securities (Usa) Inc. Steven has previously held positions at Hsbc Bank Usa, N.A, Astoria Bank, Hsbc Securities (Usa) Inc, Hsbc Bank Usa N.A, Hsbc Bank Usa National Association, and Investors Bank. Steven has passed the Series 66 and Series 63 regulatory exams and is registered to provide services in New York. Currently, Steven 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
Steven Wagner Work History
Hsbc Bank Usa, N.A
Hsbc Securities (Usa) Inc
Investors Bank
Hsbc Bank Usa National Association
Hsbc Securities (Usa) Inc
Hsbc Bank Usa, N.A
Hsbc Securities (Usa) Inc
Hsbc Bank Usa N.A
Hsbc Securities (Usa) Inc
Astoria Bank
Disclosures
Please visit the SEC profile of Steven Wagner 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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