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John F. Keith

Financial Consultant at NBC Securities, Inc.

Intro Book

Seasoned financial professional with 20+ years of experience in retirement planning and wealth management.

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Location

Birmingham, Alabama, United States, US

Skills

Retirement Planning
Portfolio Management
Wealth Management
Strategic Financial Planning
Retirement Plan Consulting
Series 7
Series 65
Series 63
Life And Health Insurance Licenses
Variable Annuities
Fixed Annuities
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Rate

This rate is determined by the professional's skill set, client collaboration, experience and appearance on lineups.

$125.0

Hourly Rate

How This Rate is Calculated

Okay, let’s tackle this. So John F. Keith has over 20 years of experience in financial services, which is a significant amount of time. He’s worked at top institutions like Wells Fargo Advisors and NBC Securities, Inc., which suggests a certain level of expertise. He also holds multiple licenses, including Series 7, Series 65, and Series 63, which are all relevant to the financial industry. Given his experience, education, and licenses, I would estimate his hourly rate to be around $125. This is slightly lower than what some of his peers might charge, but it’s still a respectable rate considering his level of expertise and the fact that he’s been in the industry for so long. Maybe a bit lower than what someone with similar experience might charge in a more competitive market, but still a good starting point.

Bio

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Topline AI

John F. Keith is a seasoned financial professional with over 20 years of experience in retirement planning, portfolio management, and wealth management. He has held various roles at top financial institutions, including Financial Consultant at NBC Securities, Inc. and Financial Advisor at Wells Fargo Advisors. Keith holds multiple licenses, including Series 7, Series 65, and Series 63, and has expertise in life and health insurance. He has also completed a coaching program at The Halftime Institute, focusing on helping individuals find their purpose and calling. With a strong educational background from the University of Alabama, Keith brings a unique blend of technical expertise and life coaching skills to his work.

Experience

NBC Securities, Inc.
- Birmingham, Alabama Area
- Financial Consultant
  - Apr 2014 - Present
  - Birmingham, Alabama Area
Wells Fargo Advisors
- Birmingham, Alabama Area
- Financial Advisor
  - Oct 2001 - Mar 2014
  - Birmingham, Alabama Area
NBC Securities, Inc.
- Birmingham, Alabama Area
- Financial Advisor
  - 1997 - Oct 2001
  - Birmingham, Alabama Area
Morgan Stanley
- Financial Advisor
  - 1995 - 1997

Education

1988 - 1990

University of Alabama
Bachelor's degree, Advertising

1988 - 1990
Halftime Institute

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Financial Services”

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John F. Keith

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100 Credits For FREE

$125.0

Hourly Rate