Bin Zheng (CRD# 6645305) is an Investment Advisor Representative working at Hsbc Securities (usa) Inc. in Scarsdale, NY and has over 7 years of experience in the finance industry.
CRD# 1420183
Financial Life Focus, LLC
CRD# 2708116
Park Avenue Securities LLC
CRD# 5146297
Origin Investment Advisory LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Hsbc Securities (usa) Inc. | Scarsdale, NY | Oct 2022 - Current | 1 |
| Hsbc Bank Usa, N.a. | Scarsdale, NY | Oct 2022 - Current | 1 |
| Lucky Real Estate LLC | Corona, NY | Dec 2017 - Current | 6 |
| Bank Of America, N.a. | Cos Cob, CT | Feb 2022 - Sep 2022 | < 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Cos Cob, CT | Dec 2021 - Sep 2022 | < 1 |
| Hsbc Bank Usa, N.a. | New York, NY | May 2019 - Jun 2020 | 1 |
| Hsbc Securities Usa, Inc. | New York, NY | May 2019 - Jun 2020 | 1 |
| Transamerica Financial Advisors, Inc. | Flushing, NY | May 2016 - May 2019 | 3 |
| Enterprise Rent-a-car | New Rochelle, NY | Jan 2019 - Feb 2019 | < 1 |
| H.j. Investment Company | Fuzhou, | Sep 2012 - Apr 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2016 |
| S66 | NASAA Uniform Combined State Law Examination | Aug 2023 |
- NY
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Total Assets Under Management3,020MILLIONS
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Total Number of Accounts12,389ACCOUNTS
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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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