Unclaimed
John Conrad Buser is a financial advisor at Sequent Planning, LLC. John has over 20 years of experience in the financial services industry. John is a registered investment advisor in Florida and New York. John's prior experience includes working at LPL Financial LLC, J.P. Morgan Securities LLC, Chase Investment Services Corp., Wells Fargo Advisors, LLC, A.G. Edwards & Sons, Inc., Redwood Brokerage LLC, Carlin Equities, LLC, E*TRADE Professional Trading, LLC, Momentum Securities, L.L.C., Domestic Securities, Inc. and Garban LLC. John specializes in providing financial planning, pension consulting, educational seminars, portfolio management for individuals, and publication of periodicals. John is committed to providing his clients with the highest level of service and expertise.
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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2
NE
10/18/2021 - Present
Sequent Planning, LLC (OMAHA NE)
NY
10/01/2014 - 01/20/2021
LPL FINANCIAL LLC (ROCKVILLE CENTRE NY)
NY
10/01/2012 - 10/13/2014
J.P. MORGAN SECURITIES LLC (BAY SHORE NY)
NY
07/26/2010 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (WEST ISLIP NY)
NY
01/01/2008 - 07/12/2010
WELLS FARGO ADVISORS, LLC (BABYLON NY)
NY
11/19/2007 - 01/03/2008
A. G. EDWARDS & SONS, INC. (HUNTINGTON NY)
NY
03/08/2006 - 08/02/2006
REDWOOD BROKERAGE LLC (NEW YORK NY)
NY
12/10/2003 - 02/03/2006
CARLIN EQUITIES, LLC (NEW YORK NY)
NY
09/09/2002 - 11/25/2003
E*TRADE PROFESSIONAL TRADING, LLC (NEW YORK NY)
NY
02/27/2002 - 08/02/2002
MOMENTUM SECURITIES, L.L.C. (NEW YORK NY)
NJ
04/06/2001 - 02/04/2002
DOMESTIC SECURITIES, INC. (MONTVALE NJ)
NY
07/27/1987 - 11/15/2000
GARBAN LLC (NEW YORK NY)
IA
Issued 10/05/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/26/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/24/2005
Series 24 - General Securities Principal Examination
BC
Issued 01/08/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/03/2003
Series 3 - National Commodity Futures Examination
BC
Issued 04/09/2001
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 04/03/2000
Series 7 - General Securities Representative Examination
Active
Inactive
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