Unclaimed
Aidan Fox is a registered representative with HSBC Securities (USA) Inc. Aidan is a licensed investment advisor representative, currently registered in New York. Aidan has passed the Series 63, Series 7TO and the SIE exams and is licensed to provide investment advice. Aidan is associated with the New York office of HSBC Securities (USA) Inc., which is headquartered in New York, New York. HSBC Securities (USA) Inc. is a registered investment advisor and broker dealer with over 3000 employees. The firm's advisory services include portfolio management for businesses and pooled investment vehicles, selection of other advisors, and other services. The firm has more than $50 billion in assets under management.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Provide asset alloc recommendations & based upon such recommendations 3rd party adv to manage assets pursuant to client approval
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
NY
09/04/2022 - Present
Hsbc Securities (usa) Inc. (NEW YORK NY)
BC
Issued 08/01/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/03/2022
Series 7TO - General Securities Representative Examination
BC
Issued 05/26/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
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FINRA
I
Investors' Exchange LLC
N
NYSE American LLC
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NYSE Arca, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
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Nasdaq Stock Market
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New York Stock Exchange
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