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Andrew Soliman

Hsbc Securities (usa) Inc.

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About Andrew Soliman

Andrew Soliman is a registered representative at HSBC Securities (USA) Inc. Andrew has been in the securities industry since June 2006. Andrew is registered with both FINRA and the state of New York and has a Series 6, 7, 63 and 66 license. Andrew is also a bank officer for HSBC Bank (USA) N.A., an affiliate of HSBC Securities (USA) Inc., where Andrew engages in the sale of bank related products and services. Andrew specializes in providing asset allocation recommendations and manages assets for clients, both individual and pooled investment vehicles.

Firm Information

Andrew Soliman is currently registered with Hsbc Securities (usa) Inc.. HSBC Securities (USA) Inc. is a corporation formed in 1969 and headquartered in New York, NY. The firm provides a range of advisory services, including asset allocation recommendations, selection of other advisers, portfolio management for businesses and pooled investment vehicles. They manage over $50 billion in assets for a diverse clientele including individuals, corporations, and investment companies. The firm has a large team of licensed agents, investment adviser representatives, and registered representatives. They also hold registrations in all 50 states, District of Columbia, Puerto Rico, and Virgin Islands.
Hsbc Securities (usa) Inc.

66 HUSDSON BOULEVARD EAST

NEW YORK, NY 10001

$3.02B

Assets Under Management

Not reported

Total Clients

524

Total Financial Advisors

Services Offered

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.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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provide asset alloc recommendations & based upon such recommendations 3rd party adv to manage assets pursuant to client approval

Provide asset alloc recommendations & based upon such recommendations 3rd party adv to manage assets pursuant to client approval

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Andrew Soliman’s Registration & Firm History

NY

12/09/2024 - Present

Hsbc Securities (usa) Inc. (SCARSDALE NY)

NY

10/26/2012 - 07/03/2023

HSBC SECURITIES (USA) INC. (SCARSDALE NY)

NY

05/29/2007 - 10/23/2012

CITIGROUP GLOBAL MARKETS INC. (BRONXVILLE NY)

NY

06/14/2006 - 05/29/2007

CITICORP INVESTMENT SERVICES (BRONXVILLE NY)

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Licenses & Designations

BOTH

Issued 08/09/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/07/2006

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/25/2013

Series 7 - General Securities Representative Examination

BC

Issued 06/13/2006

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Andrew Soliman.
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