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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 Logan Morrow is a registered Investment Advisor Representative at Sequent Planning, LLC. Michael is registered with the state of New York. Michael also has a Series 65 license. Michael works out of the Saratoga Springs, NY branch office of Sequent Planning, LLC. Michael is also an Insurance Agent in Saratoga Springs, NY. Michael has been in the industry since April 2014. Michael's specializations include portfolio management, financial planning, pension consulting, and market timing. Michael is a licensed Investment Advisor Representative with Sequent Planning, LLC, and has been in the industry since April 2014.
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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NY
05/11/2021 - Present
Sequent Planning, LLC (SARATOGA SPRINGS NY)
IA
Issued 04/28/2021
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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