Suggestions
John F. Keith
Help salespeople (over 50 who have $500,000+) create safe and reliable retirement income so they don't run out of money.
John F. Keith is a Financial Consultant at NBC Securities, Inc., where he has been serving since April 2014. He is based in Birmingham, Alabama, and focuses on helping clients, particularly those over 50 with substantial assets, to create safe and reliable retirement income. His approach emphasizes reducing investment risk and developing stable income plans for retirement.12
Professional Background
- Current Position: Financial Consultant at NBC Securities, Inc. (April 2014 - Present)
- Previous Positions:
- Financial Advisor at Wells Fargo Advisors (October 2001 - March 2014)
- Financial Advisor at NBC Securities, Inc. (1997 - October 2001)
- Financial Advisor at Morgan Stanley (1995 - 1997)
Education
John holds a Bachelor's degree in Advertising from the University of Alabama, which he completed between 1988 and 1990. He also has training from the Halftime Institute, although specific details about this training are not provided.12
Philosophy and Services
At NBC Securities, John emphasizes a client-centric approach, aiming to build lasting legacies through careful financial planning. His services include assessing clients' goals and creating tailored strategies to ensure financial security in retirement.2
