Unclaimed
Christian Covello is a financial professional with a focus on investment banking. Christian holds the Series 79 and Series 63 licenses, as well as the Securities Industry Essentials Examination (SIE) license. Christian has been in the industry since 2017 and is currently registered with HSBC Securities (USA) Inc. Christian is licensed in 53 states and the District of Columbia. Christian's firm has over $50 billion in assets under management and specializes in portfolio management for businesses 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
04/04/2017 - Present
Hsbc Securities (usa) Inc. (NEW YORK NY)
BC
Issued 06/29/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/04/2017
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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