Unclaimed
Andrew Camposeo is a financial professional with over 9 years of experience in the industry. Andrew is currently registered with HSBC Securities (USA) Inc. and is licensed to offer securities and investment advisory services in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands. Prior to joining HSBC Securities (USA) Inc., Andrew worked at WELLS FARGO SECURITIES, LLC. Andrew specializes in investment banking, and providing asset allocation recommendations and, based upon such recommendations, uses 3rd party advisors to manage assets pursuant to client approval. Andrew holds Series 7, 63, 79 and SIE licenses.
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
MA
01/25/2023 - Present
Hsbc Securities (usa) Inc. (BOSTON MA)
MA
09/30/2013 - 06/23/2022
WELLS FARGO SECURITIES, LLC (BOSTON MA)
BC
Issued 10/04/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/12/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/30/2013
Series 79 - Investment Banking Registered Representative 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.
F
FINRA
I
Investors' Exchange LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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