Unclaimed
Reid Funston is an investment advisor representative with Maven Capital Partners, LLC. Reid is also registered with Reicon Wealth Advisors, LLC. Reid's specializations include Private Funds and Venture Capital. Reid holds Series 63, 65, 7 and 24 licenses. Reid has been in the industry since 1993. Reid has a history of working with charitable organizations, high net worth individuals, pooled investment vehicles, corporations or other businesses and individuals other than high net worth.
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.
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.
A percentage of the total value of assets under management is charged.
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2
GA
04/25/2023 - Present
Maven Capital Partners, LLC (ATLANTA GA)
GA
03/05/2002 - 02/02/2006
REICON SECURITIES, LLC (ATLANTA GA)
CA
04/28/1997 - 04/03/2000
FLEETBOSTON ROBERTSON STEPHENS INC. (SAN FRANCISCO CA)
NY
08/04/1993 - 04/28/1997
NATIONSBANC CAPITAL MARKETS, INC. (NEW YORK NY)
MA
01/30/1993 - 08/04/1993
NATIONSBANC SECURITIES, INC. (BOSTON MA)
IA
Issued 07/27/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/09/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/08/2002
Series 24 - General Securities Principal Examination
BC
Issued 02/10/1993
Series 7 - General Securities Representative Examination
Active
Inactive
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