International insight and experience
In today's increasingly complex, global economy, having the right tools and information to help you make informed investment decisions is critical. So is having a trusted advisor who can help connect your portfolio to investment opportunities – whether they appear around the block or around the world.
An HSBC Securities financial professional1 can help you take a careful look at your current finances and consider what you'd like to achieve in the future. Through a holistic planning process, we'll help you develop a personal strategy, leveraging unique global insights and local knowledge from HSBC's Global Asset Management Team. And we'll be available to help you review, reconsider, and refine your strategy over time – no matter how the market fluctuates or how your needs and goals evolve.
Contact us at:
for a review with a financial professional.
A wide array of investment choices
Today's investment decisions are more complicated than ever, with a wider variety of asset classes, easier access to emerging markets, and increased economic uncertainty. To help our clients navigate such complexities, we leverage the products and services of HSBC Securities' portfolio of solutions - designed to meet a variety of investment goals and risk profiles.
An HSBC financial professional can help you evaluate additional investment choices, including:
- Mutual funds
- Fixed income investment products
- Structured products
- Equities and ETFs
For products and services available within an IRA, click here for details.
Our commitment to clarity
It's important to fully understand all aspects of your investment decisions. Our financial professionals will provide documentation - including risks, charges, fees, and other disclosures - for products you are considering. Additionally, our Commission and Fee Schedule outlines the charges for investing with HSBC Securities (USA) Inc. If you have any questions about any aspects of your investments, please call us at 866.586.4722 or for International clients call collect 847.876.1574 . We also recommend that you seek legal or tax advice from a qualified professional.
If your account has been placed into a Self-directed Non-advised Retirement Brokerage Account or you have selected a Self-Directed Online Brokerage Account then please click here for the Self-Directed/Online Account Brokerage Commission and Fee Schedule.
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. Whole life, universal life, term life, and other types of insurance are provided by unaffiliated third parties and offered through HSBC Insurance Agency (USA) Inc., a wholly owned subsidiary of HSBC Bank USA, National Association. 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.
Research backgrounds of brokers, brokerage firms and investment advisors for free by visiting FINRA's BrokerCheck website
1 Financial professional refers to Premier Wealth Advisors (PWA), and Premier Relationship Advisors (PRA). PWA/PRAs focus on a full suite of Premier and Advance products and services. Both offer bank products through HSBC Bank USA, N.A., investments and certain insurance products, including annuities, through HSBC Securities (USA) Inc. and traditional insurance products through HSBC Insurance Agency (USA) Inc.
HSBC Securities (USA) Inc. is a registered investment adviser that serves as the Investment Adviser for the HSBC Spectrum and the Managed Portfolio Account (MPA) programs. HSBC Global Asset Management (USA) Inc. provides administrative and other services to HSBC Securities (USA) Inc. for a fee, separate from fees received for their mutual fund investment services. HSBC Global Asset Management (USA) Inc. and certain other subadvisers receive a fee for their mutual fund investment services separate from the investment management fee charged for the Spectrum and MPA programs.