Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Halina? Claim Your ProfileHalina Lewsza is a financial advisor with over 20 years of experience in the industry. Currently, Halina is registered with HSBC Securities (USA) Inc. in Flushing, NY. Before this role, Halina worked with Santander Securities LLC in Brooklyn, NY and TWS Financial, LLC. in Brooklyn, NY. Halina has earned Series 7, Series 6, Series 63 and Series 26 licenses. Halina holds specializations in retirement planning, mutual funds, variable annuities and investment advisory.
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
05/14/2018 - Present
Hsbc Securities (usa) Inc. (FLUSHING NY)
NY
03/21/2017 - 11/17/2017
HSBC SECURITIES (USA) INC. (FOREST HILLS NY)
NY
03/31/2014 - 08/24/2016
SANTANDER SECURITIES LLC (BROOKLYN NY)
NY
12/05/2007 - 11/09/2012
TWS FINANCIAL, LLC. (BROOKLYN NY)
NY
01/03/2007 - 12/04/2007
CUNA BROKERAGE SERVICES, INC. (BROOKLYN NY)
NY
05/01/1997 - 12/13/2006
METLIFE SECURITIES INC. (MELVILLE NY)
NY
05/01/1997 - 12/13/2006
METROPOLITAN LIFE INSURANCE COMPANY (MELVILLE NY)
BC
Issued 12/04/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/04/2012
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/26/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/30/1997
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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