Steve Beebe
Investment Professional at Johns Creek Advisors
- Role
- Investment Professional at Johns Creek Advisors
- Location
- Atlanta, GA, US
- LinkedIn followers
- 500 followers
About Steve Beebe
Securities and investment advisory services offered through NEXT Financial Group, Inc.(“NEXT”), Member FINRA/SIPC. Johns Creek Advisors is not an affiliate of NEXT. To view other important client information, visit Posts on this site may not reflect the views or opinions of NEXT.
Experience
Investment Professional
Feb 2018 — Present · Johns Creek, GA
For businesses, I offer complete retirement planning for all participants through 401(k), 403(b), Simple Plans, and SEP\'s. Education about investing, fees, and goal setting are my top priority. I work with all vendors in the industry and can position a plan to best fit your company\'s needs.For individuals, I offer a one-stop resource for all of your financial needs. Whether it be for retirement planning, investing, insurance, or saving for college, I have all of the tools you need for your financial targets.
Education
University of Michigan
Bachelor's degree
1983 — 1987
Skills
- Strategic Planning
- Business Analysis
- Fixed Annuities
- Life Insurance
- Investments
- Financial Services
- Series 63
- Relationship Management
- 401k
- Business Development
- Insurance
- Mutual Funds
- Retirement Benefits
- Stock Trading
- Employee Benefits
- Pensions
- Retirement
- Estate Considerations
- Financial Strategies
- Team Building
- Sales Management
- Finance
- Retirement Planning
- Series 7
- Wealth Management
- Qualified Retirement Plans
- Management
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