Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew De luca is a registered investment advisor representative with Sequent Planning, LLC. Matthew has been in the industry since March 2009. Matthew has a Series 65 license, which allows them to provide investment advice to clients. Matthew is also an insurance agent with Futurity First Wealth Management, which is affiliated with Sequent Planning, LLC. Matthew specializes in financial planning, pension consulting, and educational seminars. Sequent Planning, LLC is a firm that provides investment advice to individuals and businesses. The firm has approximately $373 million in assets under management.
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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AZ
12/06/2024 - Present
Sequent Planning, LLC (TUCSON AZ)
Active
Inactive
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