Unclaimed
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.
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.
1
2
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)
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
Active
Inactive
F
FINRA
Not sure Andrew Soliman is the right advisor for you? Invested Better is here to help.