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Aspen Sunshine Bourque

Mutual OF America Securities LLC

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About Aspen Sunshine Bourque

Aspen Sunshine Bourque is a registered representative with Mutual of America Securities LLC. Aspen holds Series 6, 63, and SIE securities licenses. She has been in the financial services industry since August 3, 2015. Previously, Aspen was registered with Woodbury Financial Services, Inc. Aspen has a total of four state registrations, including in Alabama, Arkansas, Mississippi, and Tennessee. Aspen's current employment with Mutual of America Securities LLC began on November 2, 2023.

Firm Information

Aspen Bourque is currently registered with Mutual OF America Securities LLC. Mutual OF America Securities LLC is a Limited Liability Company formed on June 29, 1990. The firm is registered in all 50 states and the District of Columbia, as well as with the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

346

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Aspen Bourque’s Registration & Firm History

TN

11/02/2023 - Present

Mutual OF America Securities LLC (NASHVILLE TN)

TN

08/03/2015 - 10/31/2023

WOODBURY FINANCIAL SERVICES, INC. (BRENTWOOD TN)

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Licenses & Designations

BC

Issued 08/03/2015

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/22/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/03/2015

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Aspen Sunshine Bourque.
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