Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joaquin? Claim Your ProfileJoaquin Christian Escamille is a financial advisor with UMB Financial Services, Inc. Joaquin is based in New York, NY and has been in the financial services industry since 2008. Joaquin has experience in various aspects of financial services, with prior experience at firms like Tigress Financial Partners, LLC, Academy Securities, Inc., Elara Securities, Inc., Leumi Investment Services Inc., The Williams Capital Group, L.P., Barclays Capital Inc., and Lehman Brothers Inc. Umb Financial Services, Inc. is a financial services firm that offers a range of financial products and services, including investment management, financial planning, and retirement planning. Joaquin is registered to provide investment advice in California, Colorado, Delaware, Missouri, New Jersey, New York, Utah, Vermont, and Wisconsin.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
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2
NY
07/28/2023 - Present
UMB Financial Services, Inc. (New York NY)
NY
12/13/2019 - 07/21/2023
TIGRESS FINANCIAL PARTNERS, LLC (NEW YORK NY)
NY
01/23/2018 - 04/24/2019
ACADEMY SECURITIES, INC. (NEW YORK NY)
NY
05/23/2017 - 01/23/2018
ELARA SECURITIES, INC. (NEW YORK NY)
NY
03/11/2015 - 12/03/2015
LEUMI INVESTMENT SERVICES INC. (NEW YORK NY)
NY
04/27/2009 - 03/09/2015
THE WILLIAMS CAPITAL GROUP, L.P. (NEW YORK NY)
NY
09/22/2008 - 11/20/2008
BARCLAYS CAPITAL INC. (NEW YORK NY)
NY
04/24/2006 - 09/22/2008
LEHMAN BROTHERS INC. (NEW YORK NY)
BC
Issued 06/29/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/21/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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