Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bin? Claim Your ProfileBin Zheng is an investment advisor representative with HSBC Securities (USA) Inc. Bin has over 11 years of experience in the financial services industry. Bin specializes in providing asset allocation recommendations and portfolio management for individuals, businesses and pooled investment vehicles. Bin is registered with FINRA and the State of New York. Bin is also a licensed real estate agent.
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
08/23/2023 - Present
Hsbc Securities (usa) Inc. (NEW YORK NY)
NY
02/23/2022 - 08/25/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
05/29/2019 - 06/05/2020
HSBC SECURITIES (USA) INC. (ELMHURST NY)
NY
07/27/2016 - 05/23/2019
TRANSAMERICA FINANCIAL ADVISORS, INC (FLUSHING NY)
BOTH
Issued 08/23/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/01/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/22/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/27/2016
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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