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Southeast Financial Services, Inc.

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as a boutique advisory firm, we offer you services that are personal and private. we honor our relationship with you by providing customer service and attention you will not find elsewhere. your financial plan shows how we can help you with what you need to fund your goals in life. your portfolio is tailored to help with these goals. investments are monitored and you receive reports quarterly about performance. you will understand everything we do for you - your investments, fees, and financial plans. our advice is not influenced by a corporate parent and we are free to choose the right strategies for you. southeast financial services, inc. are registered representatives and investment advisor representatives offering securities and investment advisory services solely through ameritas investment corp. (aic), a registered broker/dealer, member finra/sipc (www.finra.org and www.sipc.org) and a registered investment advisor. aic is not affiliated with southeast financial services, inc. ad

Headquarters:
101 South Elm Street, Suite 220, Greensboro, North Carolina, United States, 27401
Industry:
Financial Services
Founded:
1990
Employees:
15
Annual Revenue:
-

Type: Private
Ticker: -
United States 12Australia 2Ireland 1
InvestmentsFinancial PlanningRetirement PlansLife Insurance
SIC Code: 6211Major Group: Security and Commodity Brokers, Dealers, Exchanges, and ServicesIndustry Group: Security Brokers, Dealers, and FlotationIndustry Sector: Security Brokers, Dealers, and Flotation Companies
NAICS Code: 52312Sector: Finance and InsuranceSub Sector: Securities, Commodity Contracts, and Other Financial Investments and Related ActivitiesIndustry Group: Securities and Commodity Contracts Intermediation and BrokerageNAICS Industry: Securities BrokerageNational Industry:

Frequently asked questions about Southeast Financial Services, Inc.

Let us help answer the most common questions you might have.

Where is Southeast Financial Services, Inc. located?

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Southeast Financial Services, Inc.'s headquarters is located at 101 South Elm Street, Suite 220, Greensboro, North Carolina, United States, 27401

What is Southeast Financial Services, Inc.'s official website?

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Southeast Financial Services, Inc.'s official website is sfs-inc.net

What is Southeast Financial Services, Inc.'s SIC code?

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SIC Code: 6211Major Group: Security and Commodity Brokers, Dealers, Exchanges, and ServicesIndustry Group: Security Brokers, Dealers, and FlotationIndustry Sector: Security Brokers, Dealers, and Flotation Companies

What is Southeast Financial Services, Inc.'s NAICS code?

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NAICS Code: 52312Sector: Finance and InsuranceSub Sector: Securities, Commodity Contracts, and Other Financial Investments and Related ActivitiesIndustry Group: Securities and Commodity Contracts Intermediation and BrokerageNAICS Industry: Securities BrokerageNational Industry:

How many employees does Southeast Financial Services, Inc. have?

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Southeast Financial Services, Inc. has 15 employees

What industry does Southeast Financial Services, Inc. belong to?

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Southeast Financial Services, Inc. is in the industry of: Financial Services

What are Southeast Financial Services, Inc.'s social media links?

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Southeast Financial Services, Inc. Linkedin page

Distro — Free Sales Engagement Platform

Sequences, cloud call center, shared inbox, form tracking and more — on a single platform. Double your sales team's output with fewer tools.


You’ll be in good company
Calling Distro an all-in-one tool is an oversimplification of the value it delivers. All the workflows we need to acquire and support our SMB users across all channels are deeply integrated. I couldn’t be happier with our choice.

Jody Schnarr

CEO of Fibernetics

The #1 reason why we chose Distro is because it provides all the building blocks we need to engage our customers in a unified way — From email, texting, telephony and collaboration. This is probably the last tool you’ll buy for lead and customer outreach.

Laurel Palmer

Director, College Fund, Kalamazoo College

Stitching together a bunch of integrations and add-ons across multiple vendors is not my idea of productivity or efficiency. Thats why we chose Distro — each module is as full featured as any standalone competition.

Paul Marai

VP Digital Marketing

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