Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Caylin? Claim Your ProfileCaylin MacOmber is a financial professional with over two years of experience in the financial services industry. Caylin is currently registered with Citigroup Global Markets Inc. in Irving, Texas, and has previously held positions with J.P. MORGAN SECURITIES LLC, ALLY INVEST SECURITIES LLC, and FIDELITY BROKERAGE SERVICES LLC. Caylin holds Series 7, Series 63, Series 24, and Series 99TO licenses.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Asset allocation advice
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.
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2
TX
09/01/2022 - Present
Citigroup Global Markets Inc. (Irving TX)
TX
02/02/2022 - 07/06/2022
J.P. MORGAN SECURITIES LLC (Plano TX)
TX
05/17/2021 - 12/07/2021
ALLY INVEST SECURITIES LLC (Lewisville TX)
TX
12/09/2019 - 04/26/2021
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
BC
Issued 11/08/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/01/2022
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 12/09/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/03/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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