Unclaimed
Erik Degiovanni is a financial advisor with HSBC Securities (USA) Inc., a firm that manages over $50 billion in assets. Erik is based in New York, NY, and has been in the industry since 2018. Erik has passed the Series 63, Series 52 and SIE exams.
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
07/07/2022 - Present
Hsbc Securities (usa) Inc. (NEW YORK NY)
NY
03/19/2018 - 06/04/2021
PRAGER & CO., LLC (NEW YORK NY)
BC
Issued 07/02/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/19/2018
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
New York Stock Exchange
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