Construct a portfolio that’s right for you
Through a collaboration built on openness and trust, you and your financial professional1 from HSBC Securities (USA) Inc.2 will identify your investment objectives and, together, develop an investment strategy. A portfolio of products awaits and your financial professional can help align a broad array of offerings with your complex financial needs for both day-to-day affairs as well as long-term goals.
Research backgrounds of brokers and firms for free by visiting FINRA BrokerCheck.
Protection for your financial life
Life can be unpredictable, which is why the best personal financial plans consider all eventualities. Your financial professional from HSBC Insurance Agency (USA) Inc.2 is committed to understanding your personal plans and providing insurance solutions tailored for you. From legacy and retirement planning, to life protection, you can be confident your plans will help provide protection for what truly matters – your loved ones, your way of life and your future.
Insights at your fingertips
As a Jade3 client, you deserve the right information about complex global financial markets at the right time to help drive the best decisions for your wealth strategy.
That’s why we bring you access to global and local market wealth insights to help you take advantage of new opportunities and trends, stay informed and act fast.
You’ll have access to our thought leaders and experts. They work hard to provide you with the latest and most relevant insights and analyses on wealth themes, all of which can help to inform your individual wealth management strategy.
1 Financial professional refers to Financial Consultants (FCs), Investment Counselors (ICs), and High Net Worth Relationship Managers (HNWRMs). FCs, ICs, and HNWRMs focus on a full suite of High Net Worth, Jade, Premier and Advance products and services. All offer bank products through HSBC Bank (USA) N.A., investments and certain insurance products, including annuities, are offered through HSBC Securities (USA) Inc. and traditional insurance products are offered through HSBC Insurance Agency (USA) Inc.
2 Investment, annuities, and variable life insurance products 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 offered by HSBC Insurance Agency (USA) Inc., 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.
Investments, Annuity and Insurance Products:
|ARE NOT A DEPOSIT OR OTHER 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 consultation with your independent tax advisor.
3 As a HSBC Jade client, if you are no longer able to meet the HSBC Jade criteria, your access to all its benefits will be removed. See the HSBC Jade Terms and Conditions for full details.
Deposit products are offered in the U.S. by HSBC Bank USA, N.A. Member FDIC.
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