2005 -
now Senior Investment Executive @ Feltl and Company
1998 -
2005 Vice President of Investments @
1991 -
1998 Investment Executive @
James Purtle Education
Saint John's University 1988
-
1991
James Purtle Skills
Alternative Investments
Investments
Series 7
Portfolio Management
Equities
Financial Services
Securities
Wealth Management
Asset Management
Series 63
Asset Allocation
Fixed Annuities
Mutual Funds
James Purtle Summary
James Purtle, based in Minneapolis, MN, US, is currently a Senior Investment Executive at Feltl and Company. James Purtle brings experience from previous roles at RBC Dain Rauscher and Piper Jaffray. James Purtle holds a 1988 - 1991 Saint John's University. With a robust skill set that includes Alternative Investments, Investments, Series 7, Portfolio Management, Equities and more. James Purtle has 1 emails and 1 mobile phone numbers on RocketReach.
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