Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melissa? Claim Your ProfileMelissa Haire is a licensed securities professional with over 19 years of experience in the financial services industry. Melissa currently works for HSBC Securities (USA) Inc. as a registered representative and principal, offering a range of financial services including investment advisory, portfolio management, and asset allocation recommendations. Prior to HSBC, Melissa worked as a registered representative at Credit Suisse Securities (USA) LLC. Melissa is licensed to provide financial advice in all 50 states and holds the Series 7, 24, 63, 7TO, 99TO, and SIE licenses.
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
09/06/2023 - Present
Hsbc Securities (usa) Inc. (NEW YORK NY)
NY
01/30/2004 - 08/02/2017
CREDIT SUISSE SECURITIES (USA) LLC (NEW YORK NY)
BC
Issued 06/29/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/25/2023
Series 24 - General Securities Principal Examination
BC
Issued 10/13/2023
Series 99TO - Operations Professional Examination
BC
Issued 09/05/2023
Series 7TO - General Securities Representative Examination
BC
Issued 08/02/2017
SIE - Securities Industry Essentials Examination
BC
Issued 01/29/2004
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.
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FINRA
I
Investors' Exchange LLC
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NYSE American LLC
N
NYSE Arca, Inc.
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Nasdaq BX, Inc.
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Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
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Nasdaq Stock Market
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New York Stock Exchange
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