Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Chochon is a financial advisor with over 10 years of experience in the industry. Michael is currently registered with Sequent Planning, LLC. Michael has held prior positions at other firms including Apex Clearing Corporation, Penson Financial Services, Inc., TD Ameritrade Clearing, Inc., TD Ameritrade, Inc., Bellevue Chicago, LLC, National Investor Services Corp., TD Waterhouse Capital Markets, Inc. and Ameritrade, Inc.. Michael also has expertise in a variety of areas including financial planning, portfolio management, and pension consulting. In addition, Michael is a co-founder of a start-up company called Prairiesmarts LLC. that is in the financial risk industry space.
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
05/12/2017 - Present
Sequent Planning, LLC (OMAHA NE)
TX
06/05/2012 - 05/14/2013
APEX CLEARING CORPORATION (DALLAS TX)
TX
04/21/2012 - 06/05/2012
PENSON FINANCIAL SERVICES, INC. (DALLAS TX)
NE
04/27/2006 - 04/06/2011
TD AMERITRADE CLEARING, INC. (BELLEVUE NE)
NE
04/22/2006 - 04/06/2011
TD AMERITRADE, INC. (BELLEVUE NE)
IL
06/15/2009 - 10/01/2010
BELLEVUE CHICAGO, LLC (CHICAGO IL)
NE
09/27/2006 - 09/14/2007
NATIONAL INVESTOR SERVICES CORP. (BELLEVUE NE)
NE
09/27/2006 - 08/10/2007
TD WATERHOUSE CAPITAL MARKETS, INC. (BELLEVUE NE)
NE
05/21/2003 - 04/22/2006
AMERITRADE, INC. (OMAHA NE)
OR
01/12/2004 - 05/26/2004
AMERITRADE NORTHWEST, INC. (PORTLAND OR)
IA
Issued 03/22/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/28/2010
Series 4 - Registered Options Principal Examination
BC
Issued 12/23/2009
Series 24 - General Securities Principal Examination
BC
Issued 05/20/2003
Series 27 - Financial and Operations Principal Examination
BC
Issued 11/24/2009
Series 7 - General Securities Representative Examination
Active
Inactive
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