Unclaimed
Annamarie Bevinetto is a registered investment advisor representative associated with HSBC Securities (USA) Inc. Annamarie has been in the industry since 1999 and has experience with a variety of products and services. Annamarie has passed the Series 6, 7, 63, 66, 9 and 10 exams and is currently registered in Connecticut, New Jersey, and New York. Annamarie has previously been associated with DIME Securities, Inc. and HSBC Brokerage (USA) Inc. in New York.
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
03/29/2023 - Present
Hsbc Securities (usa) Inc. (BROOKLYN NY)
NY
11/18/2003 - 01/01/2005
HSBC BROKERAGE (USA) INC. (NEW YORK NY)
NY
10/20/1997 - 04/25/2002
DIME SECURITIES, INC. (BROOKLYN NY)
BOTH
Issued 03/29/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/26/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/14/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/07/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/08/2002
Series 7 - General Securities Representative Examination
BC
Issued 10/06/1997
Series 6 - Investment Company Products/Variable Contracts 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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