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 InsuranceMonetary 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 | Location | Contact |
|---|---|---|---|
| Allye Holcomb | Planning + Investment Operations @ | Greensboro, North Carolina, United States |
View
|
| Carl Rogers | Helping Business Owners | Charlotte, North Carolina, United States |
Email
Phone
|
| Noah Delk | Partnering with Individuals | Hendersonville, North Carolina, United States |
Email
Phone
|
| John Mazza | Specializing in Investments - Financial | Greensboro--winston-salem--high Point Area, United States |
Email
|
Employees by Management Level
Individual contributor
7 profiles
Executive
1 profile
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| Finance | 2 | 2 | 1 |
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