Unclaimed
Kaylan Silva is a registered representative with HSBC Securities (USA) Inc., a firm with over $50 billion in assets under management. Kaylan is based out of New York, New York and has been working in the financial industry since May 25, 2024. She is licensed to provide investment advice and securities trading services in multiple states. Kaylan Silva specializes in providing asset allocation recommendations and selection of other advisors. She is also licensed to manage portfolios for businesses 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.
1
2
NY
05/25/2024 - Present
Hsbc Securities (usa) Inc. (NEW YORK NY)
BC
Issued 03/04/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/25/2024
Series 7TO - General Securities Representative Examination
BC
Issued 09/09/2023
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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