Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anita? Claim Your ProfileAnita Buerkle is a financial advisor with over 30 years of experience in the industry. Anita currently works with Wealth Enhancement Advisory Services, LLC. Before joining Wealth Enhancement Advisory Services, LLC, Anita worked with BPU INVESTMENT MANAGEMENT INC., JANNEY MONTGOMERY SCOTT LLC and PARKER/HUNTER INCORPORATED. Anita has a broad range of experience and holds licenses in a variety of 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.
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.
Personalized portfolio management to meet individual financial objectives.
Erisa 3(38) investment manager
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.
Fees received from third party investment advisors
1
2
PA
03/02/2020 - Present
Wealth Enhancement Advisory Services, LLC (GREENSBURG PA)
PA
09/04/2007 - 03/06/2020
BPU INVESTMENT MANAGEMENT INC. (GREENSBURG PA)
PA
06/25/2005 - 09/14/2007
JANNEY MONTGOMERY SCOTT LLC (PITTSBURGH PA)
PA
12/09/1993 - 06/25/2005
PARKER/HUNTER INCORPORATED (PITTSBURGH PA)
NY
07/10/1991 - 11/10/1993
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 05/19/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/19/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/09/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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