Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jack? Claim Your ProfileJack William ross Havice is a registered Investment Advisor Representative associated with Sequent Planning, LLC. Jack has a Series 65 license and is registered with the state of Virginia. Jack is a licensed insurance agent and has experience in financial planning, pension consulting, and educational seminars. Jack offers financial planning, portfolio management for individuals, selection of other advisers, publication of periodicals, and educational seminars to clients.
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.
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.
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VA
01/08/2024 - Present
Sequent Planning, LLC (SALEM VA)
IA
Issued 12/02/2019
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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