John Kenan
President at Southeast Financial Services, Inc.
- Role
- President at Southeast Financial Services, Inc
- Location
- Greensboro, NC, US
- LinkedIn followers
- 500 followers
About John Kenan
Honoring our relationships by providing customer service and attention that you will not find elsewhere.
Experience
President
Southeast Financial Services, Inc
Mar 1990 — Present · Greensboro/Winston-Salem, NC, US
I joined the financial services industry in 1988 and I am currently an Investment Advisor Representative with Ameritas Investment Corp.(AIC). We are a boutique advisory firm offering services that are personalized and tailored to help you meet your goals. We are a privately held independent advisory firm who also works with top rated insurance carriers, individual wealth management clients, 401K and other retirement plan business, corporate benefits, client risk management and personal financial and investment advisory services offered solely through Ameritas Investment Corp.(AIC). Member FINRA AIC and Southeast Financial Services, Inc. are not affiliated. Additional products and services may be available through John Kenan or Southeast Financial Services, Inc. that are not offered through AIC. Securities products are limited to residents of North Carolina, District of Columbia, Florida, Georgia, Hawaii, Illinois, Maryland, Michigan, Ohio, Pennsylvania, Rhode Island, South Carolina, Tennessee, Texas, Utah, Virginia, and West Virginia. 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 Registered Representative. Read it carefully before you invest or send money. A Representative from Southeast Financial Services, Inc. will contact you to provide requested information. Representatives of AIC 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 nor endorsed by AIC or its representatives. Their information is deemed to be from reliable sources; however, their content cannot be guaranteed
Education
Fitchburg State University
Bachelor of Science and Math(B.S.)
Skills
- Protecting Your Business
- Disability Insurance
- Investments
- Life Insurance and Disability Income
- Model Portfolios
- Financial Services
- Life Insurance
- Financial Planning
- Key Employee Benefits
- Healthcare
- Wealth Management
- Customized Retirement Plans
- Long-Term Care
- Affordable Care Act
- Wealth Management Services
- Personal Risk Management
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