Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joao? Claim Your ProfileJoao Scudeller-bonato is a registered representative with HSBC Securities (USA) Inc. with over two years of experience in the financial industry. Joao holds Series 7, Series 63, and Series 79TO licenses, and is registered with the Securities and Exchange Commission (SEC) as well as all 50 U.S. states. Joao's previous employment included J.P. Morgan Securities LLC. Joao's specializations include fixed income, mutual funds, and alternative investments.
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
CA
08/03/2022 - Present
Hsbc Securities (usa) Inc. (Beverly Hills CA)
NY
06/26/2020 - 07/08/2022
J.P. MORGAN SECURITIES LLC (New York NY)
BC
Issued 08/22/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/14/2022
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 06/26/2020
Series 7TO - General Securities Representative Examination
BC
Issued 05/23/2020
SIE - Securities Industry Essentials 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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