Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Alec Bushman is a financial advisor registered with Raymond James & Associates, Inc., a financial services firm with offices throughout the United States. Steven has been active in the financial services industry since February 1986. He is licensed in Florida and has completed the Series 7, Series 63, Series 65 and SIE exams. Steven has experience working with a variety of clients, including individuals, corporations, high net worth individuals, charitable organizations, pension and profit-sharing plans, and insurance companies. He offers a wide range of services, including financial planning, portfolio management, and selection of other advisors. Steven is committed to providing clients with personalized financial advice and strategies to help them achieve their 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.
Please see note in schedule d - miscellaneous
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
FL
02/15/2007 - Present
Raymond James & Associates, Inc. (JACKSONVILLE FL)
FL
10/24/1997 - 02/20/2007
CITIGROUP GLOBAL MARKETS INC. (JACKSONVILLE FL)
NJ
03/06/1994 - 10/17/1997
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
11/18/1986 - 02/23/1994
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NA
01/23/1986 - 11/24/1986
FIRST JERSEY SECURITIES, INC.
IA
Issued 04/20/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/25/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/18/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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