Keith R. Wells
Financial Advisor @Sentinel Financial
Signup · Get unlimited contacts
WORK HISTORY
Financial Advisor @Sentinel Financial
Pittsburgh, PA, US
Be a Financial Advisor who focuses on developing an ongoing relationship with clients to help establish, review, and adjust their insurance and investment strategies thru each chapter in life. This is accomplished by working with clients to meet their protection needs by offering a variety of insurance products thru a choice of insurance companies driven by his/her goals and needs along with providing investment options to address the client\'s objectives and goals. Keith Wells is a Registered Representative and Investment Adviser Representative of/ and offers securities and investment advisory services solely through Equity Services, Inc, Member FINRA/SIPC, 421 Troy Schenectady Rd, Latham, NY 12110, 51••••••08. Sentinel Financial Solutions is independent of Equity Services Inc. National Life Group® is a trade name of National Life Insurance Company (NLIC), Montpelier VT, and its affiliates. Keith Wells is licensed to sell securities in Arizona, Georgia, Pennsylvania, South Carolina, and insurance-licensed in Arizona, Georgia, Ohio, and Pennsylvania. An “endorsement” of this individual is not a referral of him for investment advisory services and may not reflect others’ views or experience. TC13•••••••33
EDUCATION
The Wharton School
GLP, Executive education - Global Leadership
Parker College of Business-Georgia Southern University
BBA, Marketing
ABOUT KEITH R. WELLS
As a Financial Advisor, I help individuals, couples and families potentially grow their…
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.