Unclaimed
Diego Mejiacardenas is an investment professional registered with HSBC Securities (USA) Inc. Diego is based in New York, NY and has been in the industry since 2024. Diego has a Series 63, Series 79TO, and SIE license. Diego works with a variety of clients, including high-net-worth individuals, pooled investment vehicles, and corporations or other businesses. Diego has a strong track record of success and is committed to providing his clients with the highest level of service.
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
07/30/2024 - Present
Hsbc Securities (usa) Inc. (NEW YORK NY)
BC
Issued 04/15/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/30/2024
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 03/23/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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