Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Patrick Hussey is a registered Investment Advisor Representative at Heritage Wealth Management Group, Ltd. Kevin has been in the financial services industry since 2014. Kevin holds the Series 66, SIE and Series 7 licenses. Kevin is based in Norfolk, VA. Kevin specializes in financial planning and portfolio management for individuals and families.
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.
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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VA
08/10/2023 - Present
Heritage Wealth Management Group, Ltd. (NORFOLK VA)
IL
10/13/2014 - 06/26/2023
FIRST TRUST PORTFOLIOS L.P. (WHEATON IL)
BOTH
Issued 11/07/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/13/2014
Series 7 - General Securities Representative Examination
Active
Inactive
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