Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Alonso is a financial advisor with HSBC Securities (USA) Inc., a firm that manages over $50 billion in assets. Matthew has over 10 years of experience in the financial services industry. He is registered with the Securities and Exchange Commission (SEC) and has been a licensed advisor since 2011. Matthew is also registered to provide investment advisory services in 53 states. He has passed several securities exams, including the Series 7, Series 66, and the SIE Exam. Matthew is a licensed real estate sales associate, which he maintains for personal use.
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
FL
12/10/2021 - Present
Hsbc Securities (usa) Inc. (MIAMI FL)
FL
08/12/2015 - 11/09/2021
SABADELL SECURITIES USA, INC. (MIAMI FL)
FL
01/21/2011 - 07/09/2015
BAC FLORIDA INVESTMENTS (CORAL GABLES FL)
BOTH
Issued 12/09/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/20/2011
Series 7 - General Securities 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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