Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marci? Claim Your ProfileMarci C. Funk is an investment advisor representative at D.A. Davidson & Co. based in Billings, Montana. Marci has over 15 years of experience in the financial services industry. She is registered with both FINRA and the state of Montana. Marci specializes in providing financial planning and investment management services for individuals, families, and businesses. She also offers portfolio management services for businesses. Marci holds the Series 7, 10, 9, 63, and 65 licenses, as well as the SIE exam certification.
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.
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
MT
09/13/2021 - Present
D.a. Davidson & Co. (BILLINGS MT)
MT
06/19/2014 - 09/20/2021
UBS FINANCIAL SERVICES INC. (BILLINGS MT)
MT
08/26/2011 - 03/06/2013
STIFEL, NICOLAUS & COMPANY, INCORPORATED (BILLINGS MT)
MT
06/01/2009 - 09/22/2011
MORGAN STANLEY SMITH BARNEY (BILLINGS MT)
MT
02/28/2007 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (BILLINGS MT)
IA
Issued 06/12/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/30/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/03/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/27/2021
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/27/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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