Southeast Financial Services, Inc.

Southeast Financial Services, Inc.

Financial Services 101 S Elm St 9 employees
Employees
9
Contacts
3
Emails
3
Phones
2

Southeast Financial Services, Inc. Overview

Headquarters
101 S Elm St
Website
sfs-inc.net
Industry
Financial Services
Employees
9
Founded
1991
Funding
,
Company Email
Available in AeroLeads
NAICS
Finance and Insurance
Monetary Authorities-Central Bank

About Southeast Financial Services, Inc.

Headquartered in Greensboro, NC, Southeast Financial Services, Inc. is a privately held financial planning firm that has been serving clients all over the country since 1991. We offer a customized experience by matching your vision with creative strategies. Representatives offers products and services using the following business names: Southeast Financial Services, Inc. – insurance and financial services | Ameritas Investment Company, LLC (AIC), Member FINRA/SIPC (www.finra.org/www.sipc.org) – securities and investments | Ameritas Advisory Services (AAS) – investment advisory services. AIC/AAS are not affiliated with Southeast Financial Services, Inc. Products and services are limited to residents of states where the representative is registered. This is not an offer of securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdiction. As with any security, request a prospectus from your representative. Read it carefully before you invest or send money. A representative will contact you to provide requested information. Representatives of AIC/AAS do not provide tax or legal advice. Please consult your tax advisor or attorney regarding your situation. Information posted to this site by 3rd parties or links to 3rd party sites are not created or endorsed by AIC/AAS or their representatives. Their information is believed to be from reliable sources; however, their content cannot be guaranteed. All of the endorsements and/or client testimonials posted on this LinkedIn page are unpaid/unsolicited. The experiences and views shared do not necessarily represent the perspectives or experience of all clients. Any review or discussion of individual investments and/or performance or results should not be construed as indicative of the experience of all clients, nor does it offer any assurance or indication of future. results.

Southeast Financial Services, Inc. Contact Details

People in AeroLeads
4
With contact data
3
Email contacts
3
75.0% coverage
Phone contacts
2
50.0% coverage

Southeast Financial Services, Inc. Org Chart

Sample employees and titles
Name Title Contact
Allye Holcomb Planning + Investment Operations @
View
Carl Rogers Helping Business Owners
Email Phone
Noah Delk Partnering with Individuals
Email Phone
John Mazza Specializing in Investments - Financial
Email

Employees by Management Level

Individual contributor 7 profiles
Executive 1 profile

Department Contact Coverage

Department Contacts Email Phone
Finance 2 2 1

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