Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Funk is an investment advisor representative with Navellier & Associates Inc. and Bespoke Investment Group, LLC, and also works with Innovation Partners, LLC. Robert has been in the industry since 2003 and has experience in a variety of financial services. Robert holds the Series 7, 55, 63, and 65 licenses. Robert has experience working with high-net-worth individuals, corporations, and other businesses. Robert is committed to providing clients with personalized financial advice and investment strategies.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
NY
04/19/2016 - Present
Navellier & Associates Inc. (New York NY)
NJ
07/05/2017 - 09/29/2022
CLEARVIEW TRADING ADVISORS, INC. (TENAFLY NJ)
NY
06/30/2014 - 02/04/2016
AVATAR SECURITIES, LLC (NEW YORK NY)
NJ
07/19/2012 - 07/01/2014
CLEARVIEW TRADING ADVISORS, INC. (TENAFLY NJ)
NY
07/25/2011 - 09/15/2011
WTS PROPRIETARY TRADING GROUP LLC (NEW YORK NY)
NY
11/10/2009 - 05/18/2010
OPPENHEIMER & CO. INC. (NEW YORK NY)
NY
08/08/2007 - 12/17/2007
SPECTRUM TRADING, LLC (NEW YORK NY)
NY
03/13/2006 - 05/24/2006
ASSENT LLC (NEW YORK NY)
NY
02/26/2002 - 01/28/2003
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
09/23/1999 - 11/06/2001
CANTOR, WEISS & FRIEDNER, INC. (NEW YORK NY)
NY
04/28/1998 - 09/08/1999
LEHMAN BROTHERS INC. (NEW YORK NY)
NY
05/17/1994 - 04/09/1998
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BC
Issued 10/28/2022
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 02/09/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/20/2006
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 05/16/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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