Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marina? Claim Your ProfileMarina Funk is a financial professional with experience in the financial services industry. Marina has a strong background in investment advisory services and has held previous positions at CITI PRIVATE ADVISORY, LLC and CITIGROUP GLOBAL MARKETS INC. Marina is currently registered with CU Investment Solutions LLC and is licensed to provide investment advice in 24 states.
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.
Non discretionary investment advisory for institutional clients
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.
1
2
KS
11/01/2023 - Present
CU Investment Solutions LLC (OVERLAND PARK KS)
NY
06/09/2021 - 05/30/2023
CITI PRIVATE ADVISORY, LLC (New York NY)
NY
08/22/2020 - 01/11/2023
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
BOTH
Issued 08/17/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/31/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/22/2020
Series 7TO - General Securities Representative Examination
BC
Issued 09/13/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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