Eddie Burgos's Location
Orlando, FL, US
Eddie Burgos's Work
- Financial Advisor @ Westshore Financial Group, Inc.
- Manager-Private Client Advisor @ Charles Schwab
- Financial Advisor @ Morgan Stanley
- Financial Consultant, Private Wealth Management @ SunTrust Investment Services, Inc.
- Investment Consultant, Global Client Services @ Charles Schwab
- Senior Registered Representative, Active Trader and Retail Client Services @ Charles Schwab
Eddie Burgos's Education
- Yale School of Management
Executive Certificate (Certified Private Wealth Advisor® certification Course)
2021 - 2021 - University of Central Florida
Executive Financial Planning Certificate Program
2007 - 2007 - University of Central Florida
BSBA (Accounting)
1995 - 1998
- Valencia College
Associate of Arts
1993 - 1995
Eddie Burgos's Summary
Eddie Burgos, based in Orlando, FL, US, is currently a Financial Advisor at Westshore Financial Group, Inc., bringing experience from previous roles at Charles Schwab, Morgan Stanley and SunTrust Investment Services, Inc.. Eddie Burgos holds a 2021 - 2021 Executive Certificate in Certified Private Wealth Advisor® certification Course @ Yale School of Management. Eddie Burgos has 2 emails and 1 mobile phone number on RocketReach.
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Top Westshore Financial Group, Inc. Employees
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ViewDavid Parker
Financial Advisor at Westshore Financial Group, Inc.
Tampa, Florida, United States5+5+ -
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Becky Fraga
Managing Director and Director of Talent Acquisition at Westshore Financial Group, Inc.
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Trip Higginbotham
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Shaun Barber
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ViewDaniel Laferriere
Financial Professional at Westshore Financial Group, Inc.
Florida, United States22
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