![Carolina Angel Jassir, financial advisor New York NY](/img/ws/profile-blank-sq.png)
Carolina Angel Jassir (CRD# 6850718) is an Investment Advisor Representative working at Hsbc Securities (usa) Inc. in New York, NY and has over 6 years of experience in the finance industry.
![Christine Abbott, financial advisor New York NY](/img/ws/profile-blank-sq.png)
CRD# 5241462
Ubs Financial Services Inc.
![Christian Abboud, financial advisor New York NY](/img/ws/profile-blank-sq.png)
CRD# 4132890
Merrill Lynch, Pierce, Fenner & Smith Incorporated
![Steven Abbruzzese, financial advisor New York NY](/img/ws/profile-blank-sq.png)
CRD# 718407
Osaic Wealth, Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Hsbc Securities (usa) Inc. | Miami, FL | Oct 2017 - Current | 6 |
Hsbc Technology And Services (inc) | Miami, FL | Sep 2017 - Current | 6 |
Hsbc Bank Usa National Association | Doral, FL | Feb 2014 - Sep 2017 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Mar 2018 |
- FL
-
Total Assets Under Management3,020MILLIONS
-
Total Number of Accounts12,389ACCOUNTS
-
Average Account Value$243,802
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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