Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marvin? Claim Your ProfileMarvin Musick is an investment advisor representative with Sequent Planning, LLC. Marvin has been in the financial services industry since September 2009 and has been registered with the state of Kansas since July 2024. Marvin has also worked with Brookstone Capital Management and EnlightnU Financial. Marvin holds a Series 65 license and has a specialization in financial planning, portfolio management for individuals, and pension consulting. Marvin provides a variety of financial services to individuals and families, including financial planning, investment management, and retirement planning.
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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KS
07/15/2024 - Present
Sequent Planning, LLC (Overland Park KS)
IA
Issued 04/28/2018
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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