Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marc? Claim Your ProfileMarc Giamo is an investment advisor representative at Citigroup Global Markets Inc. Marc has been in the industry since 1997 and is registered with the state of California. Marc has passed several industry exams including Series 65, 66, 24, 23, 9, 10, 7, 31 and SIE. Marc has experience working at J.P. MORGAN SECURITIES LLC, CHASE INVESTMENT SERVICES CORP., and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Marc has worked at Citigroup Global Markets Inc. since 2018.
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.
1
2
CA
04/03/2018 - Present
Citigroup Global Markets Inc. (Newbury Park CA)
CA
10/01/2012 - 03/09/2018
J.P. MORGAN SECURITIES LLC (HOLLYWOOD CA)
NY
04/19/2011 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (PLEASANTVILLE NY)
NY
08/06/1997 - 03/29/2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 10/20/2005
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 10/24/1997
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 24 - General Securities Principal Examination
BC
Issued 05/31/2011
Series 23 - General Securities Principal Sales Supervisor
BC
Issued 12/10/2002
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 11/22/2002
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/09/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 07/24/1997
Series 7 - General Securities Representative 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
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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