Unclaimed
Carina Lynne Bush is a financial advisor with over 20 years of experience. Carina is a registered representative with Stratos Wealth Partners, Ltd. and has been with the firm since August 2014. Previously, Carina worked with NYLIFE SECURITIES LLC. Carina is licensed to provide investment advice in multiple states including Iowa, Louisiana, and Texas. In addition to her Series 63, 65, and 7TO licenses, Carina holds a Securities Industry Essentials (SIE) license. Carina specializes in helping individuals, families, and businesses reach their financial goals.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Percentage of assets under management with third party managers
1
2
IA
08/25/2014 - Present
Stratos Wealth Partners, Ltd. (CLINTON IA)
IA
10/21/2003 - 08/28/2014
NYLIFE SECURITIES LLC (CLINTON IA)
IA
Issued 11/25/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/04/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/01/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/20/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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