Unclaimed
Jack Marschke is a registered representative with HSBC Securities (USA) Inc. Jack has been in the financial services industry since February 2022. Jack is registered with the state of New York. Jack holds the Series 63, 79TO and SIE exams. The individual's firm, HSBC Securities (USA) Inc., has over $50 billion in assets under management. The firm specializes in portfolio management for businesses, pooled investment vehicles and selection of other advisers. The firm does not provide financial planning, market timing services, publication of periodicals or educational seminars.
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
02/18/2022 - Present
Hsbc Securities (usa) Inc. (NEW YORK NY)
BC
Issued 03/23/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/18/2022
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 12/13/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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