Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edgardo? Claim Your ProfileEdgardo Contreras is a registered representative with HSBC Securities (USA) Inc. Edgardo has been in the financial industry since November 25, 2013. Edgardo has worked for several other firms prior to joining HSBC Securities (USA) Inc., including HD Vest Investment Services, People's Securities, Inc., PFS Investments Inc., and Chase Investment Services Corp. Edgardo is a licensed securities agent in several states, including New York, New Jersey, Connecticut, and more.
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
10/23/2023 - Present
Hsbc Securities (usa) Inc. (NEW YORK NY)
NY
08/13/2015 - 10/14/2016
HD VEST INVESTMENT SERVICES (Greenlawn NY)
NY
06/06/2013 - 09/30/2013
PEOPLE'S SECURITIES, INC. (LEVITTOWN NY)
NY
11/29/2011 - 12/31/2012
PFS INVESTMENTS INC. (RONKONKOMA NY)
NY
05/16/2008 - 08/17/2011
CHASE INVESTMENT SERVICES CORP. (BRENTWOOD NY)
BOTH
Issued 10/07/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/06/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/21/2023
Series 7TO - General Securities Representative Examination
BC
Issued 09/30/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/14/2016
SIE - Securities Industry Essentials Examination
BC
Issued 05/15/2008
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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