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Complimentary financial review
To learn how our personal service and access to unique global resources could benefit your finances, schedule a complimentary financial review. Please call us at 866.586.4722 or email us to set up a session with a qualified financial professional1 from HSBC Securities (USA) Inc.
Before your review
When you schedule an appointment, we will contact you to confirm the details and suggest some ideas to consider beforehand to ensure you get the most from your time with us. A personal financial review lasts approximately one hour, and is best when conducted in person.
During your review
Your financial professional will spend time gaining a clear understanding of your current finances, short-term financial needs and long-term goals. He or she will begin by looking holistically at your finances before drilling down to specific accounts or objectives, such as savings, investments and retirement plans. Your financial professional will also discuss your financial priorities and appetite for risk.
After your financial review
Considering your risk tolerance, current financial situation, personal aspirations and other relevant factors, your financial professional will carefully examine your current strategy to determine if your investments and insurance coverage are still appropriate for helping you meet the goals you would like to achieve.
If there are elements of your portfolio that your financial professional feels could be strengthened, or if you are building your portfolio, he or she will diligently research solutions that may be appropriate for you. The investment and insurance products your financial professional recommends – along with the details, benefits, risks, and charges associated with each – will be provided to you in a follow up meeting, scheduled at your convenience. You and your financial professional will confirm individual next steps at the end of that meeting.
Call 866.586.4722 or email us to schedule your complimentary financial review.
Investment and certain insurance products, including annuities, are offered by HSBC Securities (USA) Inc. (HSI), member NYSE/FINRA/SIPC. In California, HSI conducts insurance business as HSBC Securities Insurance Services. License #: OE67746. HSI is an affiliate of HSBC Bank USA, N.A. Third party whole life, universal life and term life insurance products are offered through Insurance Agents of HSBC Insurance Agency (USA) Inc., which is a wholly-owned subsidiary of HSBC Bank USA, N.A. Products and services may vary by state and are not available in all states. California license #: OD36843.
|Investment, Annuity and Insurance Products:|
|ARE NOT A BANK DEPOSIT OR OBLIGATION OF THE BANK OR ANY OF ITS AFFILIATES||ARE NOT FDIC INSURED||ARE NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY||ARE NOT GUARANTEED BY THE BANK OR ANY OF ITS AFFILIATES||MAY LOSE VALUE|
All decisions regarding the tax implications of your investment(s) should be made in connection with your independent tax advisor.
1 HSBC Securities financial professional refers to Premier Wealth Advisors (PWA)/Premier Relationship Advisors (PRA) and Licensed Sales Professionals. PWA/PRA's provide a full suite of investment products that are available with HSBC based on individualized customer financial needs and objectives. Licensed Sales Professionals have access to more simplified product sets created to meet customers' key life-cycle needs, e.g., education, retirement, wealth transfers.
United States persons (including U.S. citizens and residents) are subject to U.S. taxation on their worldwide income and may be subject to tax and other filing obligations with respect to their U.S. and non-U.S. accounts including, for example, Form TD F 90-22.1 (Report of Foreign Bank and Financial Accounts ("FBAR")). U.S. persons should consult a tax adviser for more information.
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