Profiel
Mr. Bruce Buerkle, CFA MBA, is Vice President at Benjamin F.
Edwards & Co., Inc. He possesses several years of experience in securities research and portfolio reviews, having joined A.G.
Edwards as a portfolio review associate in 1980.
In this capacity, he reviewed client portfolios to ensure that their equity holdings were consistent with the firm’s investment outlook and the client’s financial goals and objectives.
When A.G.
Edwards was acquired by Wachovia Securities (now Wells Fargo Advisors), he continued to oversee the company’s customized portfolio review program.
In April 2008, Mr. Buerkle was named manager of the Research Information Center at Wachovia Securities, part of the combined A.G.
Edwards Research Department and the Wachovia Advisory Services Group.
He resigned in 2009 to join Benjamin F.
Edwards & Co. as a vice president and manager of securities research support and assists financial consultants in the field and leads the firm’s securities research efforts.
Mr. Buerkle received his Bachelor of Science degree in Business Administration from the University of Florida and his MBA from Vanderbilt University.
He is a Chartered Financial Analyst and also holds the Series 7, 63, and 16.
Eerdere bekende functies van Bruce Buerkle
Bedrijven | Functie | Einde |
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A.G. Edwards, Inc.
A.G. Edwards, Inc. Investment Banks/BrokersFinance A.G. Edwards, Inc. operate as a securities broker-dealer in the United States. It provides investment products and financial services including annuities, bonds, futures & commodities, mutual funds, banking and business services, education funding, and retirement planning. The company was founded by Albert Gallatin Edwards in 1887 and is headquartered in St. Louis, MO. | Corporate Officer/Principal | 31-12-2008 |
Opleiding van Bruce Buerkle
University of Florida | Undergraduate Degree |
Vanderbilt University | Masters Business Admin |
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Bedrijven in privébezit | 1 |
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A.G. Edwards, Inc.
A.G. Edwards, Inc. Investment Banks/BrokersFinance A.G. Edwards, Inc. operate as a securities broker-dealer in the United States. It provides investment products and financial services including annuities, bonds, futures & commodities, mutual funds, banking and business services, education funding, and retirement planning. The company was founded by Albert Gallatin Edwards in 1887 and is headquartered in St. Louis, MO. | Finance |