Gilma M Espana
Investment adviser representative at HSBC Securities (USA) Inc.
10 yearsExperience
23 statesRegistered in
$3.8BFirm assets
21 yearsFirm in business
Are you Gilma M Espana? 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
10 years in the industry.
- HSBC Securities (USA) Inc.Oct 2022 to now
- HSBC Bank USA, N.A.Sep 2022 to now
- Unemployed/hiring ProcessJun 2022 to Sep 2022
- American Chamber of Commerce of CartagenaNov 2019 to May 2022
- Granitos De Paz FoundationAug 2016 to Nov 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 23 states (AK, AL, DC, DE, FL, GA, IA, KS, LA, MA, MD, ME, MN, MT, NC, ND, NE, NM, NY, PR, TX, UT, VI).
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
- 5054241
- Firm CRD
- 19585