Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Milagros? Claim Your ProfileMilagros Resto kreger is a financial professional with over two years of experience in the industry. Milagros is currently registered with HSBC Securities (USA) Inc. and holds the Series 63, Series 79TO and SIE licenses. Milagros is registered to provide investment advice in all 50 states. In addition to her state registrations, Milagros is also FINRA-approved. HSBC Securities (USA) Inc. is a large investment advisor firm based in New York, NY with over $50 billion in assets under management. The firm manages a variety of accounts, including individual, pooled investment vehicles, and business accounts.
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
FL
08/06/2020 - Present
Hsbc Securities (usa) Inc. (MIAMI FL)
BC
Issued 08/29/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/06/2020
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 03/17/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Milagros Resto kreger is the right advisor for you? Invested Better is here to help.
