Unclaimed
Cary Bushman is a financial professional with over 30 years of experience in the industry. Cary is currently registered with Mutual Of America Securities LLC in Jacksonville, Florida. Cary has a strong background in investments, having worked with Fidelity Brokerage Services LLC and Fidelity Investments Institutional Services Company, Inc., in various roles. Cary is also a licensed insurance professional, holding both Series 6 and 63 licenses. Cary's primary focus is helping clients with their financial planning and investment needs.
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.
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.
1
2
FL
02/03/2023 - Present
Mutual OF America Securities LLC (Jacksonville FL)
IL
05/24/2022 - 02/06/2023
ALIGHT FINANCIAL SOLUTIONS, LLC (CHICAGO IL)
RI
09/10/2015 - 07/09/2021
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
KY
01/01/2008 - 04/14/2015
FIDELITY BROKERAGE SERVICES LLC (COVINGTON KY)
KY
06/22/2007 - 01/01/2008
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (COVINGTON KY)
RI
03/02/2000 - 11/02/2005
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
RI
01/15/1999 - 03/08/2000
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
RI
03/23/1988 - 12/31/1998
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
BOTH
Issued 12/15/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/29/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/03/1996
Series 24 - General Securities Principal Examination
BC
Issued 07/10/1992
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 07/22/1991
Series 4 - Registered Options Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/24/1989
Series 7 - General Securities Representative Examination
BC
Issued 03/22/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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