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 an investment advisor representative with Citigroup Global Markets Inc. Marco has been in the industry since 2003 and has experience with Merrill Lynch, Pierce, Fenner & Smith Incorporated and JP Morgan Chase. Marco has been registered with the state of Texas since 2018. Marco holds Series 63, 66, 7, 9 and 10 licenses. Marco is a registered representative with Citigroup Global Markets Inc. in San Antonio, TX, and Jacksonville, FL.
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 2/28/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 5/6/2024
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 3/11/2024
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 2/14/1997
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.
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Cboe Exchange, Inc.
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FINRA
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Investors' Exchange LLC
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
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Miami International Securities Exchange, LLC
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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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