Denise Hei kan Lo
Investment adviser representative at HSBC Securities (USA) Inc.
19 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$3.8BFirm assets
Are you Denise Hei kan Lo? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
19 years in the industry.
- HSBC Securities (USA) Inc.May 2024 to now
- HSBC Bank USA, N.A.May 2024 to now
- Citigroup Global Markets Inc.May 2007 to Mar 2024
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2002
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 1 state (CA).
HSBC Securities (USA) Inc.
$3.8BAssets managed
12,108Clients
373Advisers
21 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4563175
- Firm CRD
- 19585