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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael John Buckner is an investment advisor representative at Sequent Planning, LLC, a firm that offers financial planning and portfolio management services. Michael has been in the financial services industry since 1991. Michael is also a Chartered Financial Consultant and has a wide range of experience in the industry.
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
OH
03/02/2022 - Present
Sequent Planning, LLC (MAINEVILLE OH)
IL
06/12/2015 - 07/30/2015
STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)
GA
03/05/2011 - 08/21/2013
QUESTAR CAPITAL CORPORATION (WOODSTOCK GA)
CT
08/24/2007 - 09/28/2009
PRUDENTIAL ANNUITIES DISTRIBUTORS, INC (SHELTON CT)
NJ
08/31/2007 - 01/28/2009
PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC (NEWARK NJ)
MD
04/27/2007 - 08/07/2007
OLD MUTUAL FINANCIAL NETWORK SECURITIES, INC. (BALTIMORE MD)
PA
01/12/2007 - 04/24/2007
LINCOLN FINANCIAL DISTRIBUTORS, INC. (RADNOR PA)
GA
06/28/2005 - 01/16/2007
AXA ADVISORS, LLC (ALPHARETTA GA)
NC
12/07/2000 - 06/27/2005
AXA DISTRIBUTORS, LLC (CHARLOTTE NC)
NY
11/08/1996 - 09/13/2004
AXA ADVISORS, LLC (NEW YORK NY)
NY
11/08/1996 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
BC
Issued 07/20/2007
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 10/07/1991
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/21/2007
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 07/30/2015
SIE - Securities Industry Essentials Examination
BC
Issued 10/21/1999
Series 7 - General Securities Representative Examination
BC
Issued 11/07/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 04/14/1992
Series 2 - Non-Member General Securities Examination
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Inactive
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