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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Aimee? Claim Your ProfileAimee Funk is an investment advisor representative with RBC Capital Markets, LLC and has been in the industry since 2004. She has worked at RBC Capital Markets since 2012. Aimee is registered to provide investment advice in 46 states and is also a registered representative with FINRA. Aimee has passed the Series 7, Series 63, and Series 65 exams. She specializes in providing investment advice to individuals, businesses, pension and profit-sharing plans, and pooled investment vehicles. Aimee also has experience providing financial planning, pension consulting, and educational seminars.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Service public & private employee benefit plans, endowment funds, foundations, family trusts & various capital/operating funds
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
OR
08/16/2013 - Present
RBC Capital Markets, LLC (Lake Oswego OR)
OR
06/01/2009 - 02/16/2012
MORGAN STANLEY SMITH BARNEY (PORTLAND OR)
OR
10/09/2006 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (PORTLAND OR)
NY
09/13/2005 - 10/24/2005
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
07/16/2001 - 09/25/2003
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
IA
Issued 08/16/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/14/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/13/2001
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
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX PEARL, 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 PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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