Broker Check

Breaking News

Southeast Financial Services, Inc. is proud to have such dedicated team members.

Join us in celebrating their successes!

<b>Accomplishment</b>

Accomplishment

Allye Holcomb, Operations Specialist, passed her SIE, Series 6, and Series 63 securities licensing exams and is now classified as FINRA registered.  We are so proud of her hard work and desire for growth!

<b>Family Addition</b>

Family Addition

Kalie Hicks, Client Services Associate, added a baby girl to her family last month!  We are happy that Kalie and her daughter are doing so well and are missing her in the office.

Baby girl, Sophia, is also John and Angela Kenan’s first great-grandchild!

<b>Work Anniversary</b>

Work Anniversary

Daniel Billings, Director of Financial Planning, just celebrated a big work anniversary.  He has been with SFS for 8 years now and we do not know how we ever did it without him!

<b>Announcement</b>

Announcement

Last (but not least), Radu Grecu announced that he will be spending an additional year at High Point University to obtain a Master’s in Communication & Business Leadership!

Please share your personal and professional successes with us as well!

We enjoy hearing from you.

101 S Elm St, Ste 220, Greensboro, NC 27401 | 336-275-0314 | E-mail Us      

Representatives offer products and services using the following business names: Southeast Financial Services, Inc. - insurance and financial services | Ameritas Investment Company, LLC (AIC), Member FINRA/SIPC - securities and investments | Ameritas Advisory Services (AAS) - investment advisory services. AIC and AAS are not affiliated with Southeast Financial Services, Inc. Representatives of AIC do not provide tax or legal advice. Please consult your tax advisor or attorney regarding your circumstances.