Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sean? Claim Your ProfileSean Heney is a financial advisor with over 10 years of experience in the industry. He is currently registered with Portside Wealth Group, LLC in Scottsdale, Arizona, and Richfield, Ohio. Sean has also previously worked with Northwestern Mutual Investment Services, LLC, MML Investors Services, LLC, and LPL Financial LLC. Sean is committed to helping individuals and families achieve their financial goals through personalized financial planning and investment management.
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.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
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
UT
06/08/2023 - Present
Portside Wealth Group, LLC (PROVO UT)
AZ
02/22/2022 - 01/25/2023
DFPG INVESTMENTS, LLC (Scottsdale AZ)
AZ
05/19/2017 - 02/08/2022
MML INVESTORS SERVICES, LLC (SCOTTSDALE AZ)
AZ
01/30/2015 - 03/07/2017
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (PHOENIX AZ)
OH
02/04/2014 - 11/24/2014
LPL FINANCIAL LLC (CUYAHOGA FALLS OH)
OH
11/18/2013 - 01/14/2014
SECURITIES AMERICA, INC. (MAYFIELD HEIGHTS OH)
OH
09/03/2013 - 11/08/2013
CETERA ADVISOR NETWORKS LLC (VALLEY VIEW OH)
OH
03/26/2013 - 09/03/2013
WALNUT STREET SECURITIES, INC. (VALLEY VIEW OH)
BOTH
Issued 02/14/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/25/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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