Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Byrnes is a registered representative with HSBC Securities (USA) Inc. Jeffrey is licensed in Connecticut, New Jersey, and New York. Jeffrey has been in the industry since May 2021 and specializes in providing investment advice and managing assets for individual clients, business clients, and pooled investment vehicles.
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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NY
05/11/2021 - Present
Hsbc Securities (usa) Inc. (Buffalo NY)
BC
Issued 06/22/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/11/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 03/18/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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