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Sean Alan Hussey

Wealthshield Partners, LLC

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About Sean Alan Hussey

Sean Hussey is a financial advisor with Wealthshield Partners, LLC. Sean has over 10 years of experience in the financial services industry. Sean is registered to offer investment advisory services in Maine. Sean has a Series 66 and Series 7 license. Sean has worked for several other firms in the past, including Kovack Securities Inc., Ameriprise Financial Services, Inc., and Harborview Advisors, LLC. Sean specializes in financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for individuals and businesses.

Firm Information

Sean Hussey is currently registered with Wealthshield Partners, LLC. Wealthshield Partners, LLC is an investment advisor based in Cary, NC with over $917 million in regulatory assets under management. The firm provides financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management services for individuals, businesses, and charitable organizations. They offer a wrap fee program and have a total of 14 investment advisory professionals.
Wealthshield Partners, LLC

2500 REGENCY PARKWAY

CARY, NC 27518

$917.89M

Assets Under Management

Not reported

Total Clients

13

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Sean Hussey’s Registration & Firm History

NC

12/03/2021 - Present

Wealthshield Partners, LLC (CARY NC)

ME

04/20/2015 - 12/08/2021

KOVACK SECURITIES INC. (Portland ME)

ME

10/24/2011 - 04/16/2015

AMERIPRISE FINANCIAL SERVICES, INC. (FALMOUTH ME)

ME

11/10/2008 - 04/25/2011

AMERIPRISE FINANCIAL SERVICES, INC. (SOUTH PORTLAND ME)

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Licenses & Designations

BOTH

Issued 12/06/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/08/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Sean Alan Hussey.
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