Bruce Bursey

Title: Bruce Bursey - Innovator in Flat Fee Brokerage Systems

Introduction

Bruce Bursey is an accomplished inventor based in Wayne, NJ (US). He has made significant contributions to the financial services industry through his innovative patent. His work focuses on creating systems that enhance the efficiency and effectiveness of brokerage account management.

Latest Patents

Bruce Bursey holds a patent for "Systems, apparatus and methods for establishing a flat fee brokerage account system." This patent describes a method for establishing a commission-free fee-based brokerage account for clients. It involves maintaining a balance between the account's fee, investment activity, services received, and compensation to the financial advisor. The system allows for customized flat fee pricing based on various factors, including investment objectives and risk tolerances. The dynamic pricing process includes compensation adjustments to the financial advisor under specific scenarios.

Career Highlights

Bruce Bursey is associated with UBS Financial Services Inc., where he applies his expertise in financial advisory services. His innovative approach to brokerage account management has positioned him as a valuable asset in the financial sector.

Collaborations

Some of Bruce's coworkers include Gerry Goertz and Patricia Csillag, who serves as a Legal Representative. Their collaboration contributes to the successful implementation of innovative financial solutions.

Conclusion

Bruce Bursey's contributions to the field of financial services through his patent demonstrate his commitment to innovation and efficiency. His work continues to influence the way brokerage accounts are managed, benefiting both clients and financial advisors alike.