Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephanie? Claim Your ProfileStephanie Dawn Pogue is a financial advisor with Sequent Planning, LLC. Stephanie holds Series 7, 6, and 63 securities licenses as well as the Series 65 investment advisor license. Stephanie specializes in financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisors, and portfolio management for individuals. Stephanie has been in the financial services industry since January 2006. Prior to joining Sequent Planning, LLC, Stephanie worked at ProEquities, Inc. and UVEST Financial Services Group, Inc.
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.
1
2
MO
09/27/2018 - Present
Sequent Planning, LLC (Chesterfield MO)
MO
09/23/2011 - 12/11/2013
PROEQUITIES, INC. (CHESTERFIELD MO)
NC
01/12/2006 - 12/31/2007
UVEST FINANCIAL SERVICES GROUP, INC. (CHARLOTTE NC)
IA
Issued 09/04/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/18/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/22/2011
Series 7 - General Securities Representative Examination
BC
Issued 01/11/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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