Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marco? Claim Your ProfileMarco Antonio Escobar Jr. is a registered representative of Citigroup Global Markets Inc., a broker-dealer with over $50 billion in assets under management. Marco Antonio Escobar Jr. has over 20 years of experience in the financial services industry. Marco Antonio Escobar Jr.'s professional experience includes previous roles at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, J.P. MORGAN SECURITIES LLC and CHASE INVESTMENT SERVICES CORP. Marco Antonio Escobar Jr. is licensed to provide investment advisory services in Texas and is also registered as a securities agent in 49 states. Marco Antonio Escobar Jr. holds the following securities licenses: Series 7, Series 9, Series 10, Series 63, and Series 66. Marco Antonio Escobar Jr. offers a variety of financial services to individuals, families, and businesses, including investment management, financial planning, and retirement planning.
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
02/20/2018 - Present
Citigroup Global Markets Inc. (San Antonio TX)
TX
04/19/2016 - 02/13/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (AUSTIN TX)
TX
10/01/2012 - 04/20/2016
J.P. MORGAN SECURITIES LLC (SAN ANTONIO TX)
TX
08/13/2008 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (SAN ANTONIO TX)
TX
01/30/2007 - 08/01/2008
CHASE INVESTMENT SERVICES CORP. (SAN ANTONIO TX)
FL
12/13/2004 - 03/14/2005
GUNNALLEN FINANCIAL, INC (TAMPA FL)
CA
09/03/1999 - 01/08/2003
J.B. OXFORD & COMPANY (SHERMAN OAKS CA)
NY
07/03/1997 - 10/31/1997
CONTINENTAL BROKER-DEALER CORP. (CARLE PLACE NY)
NY
02/18/1997 - 04/21/1997
PRIME CHARTER LTD. (NEW YORK NY)
BOTH
Issued 11/12/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/28/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/06/2024
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/11/2024
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/14/1997
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
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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