Financial Advisor, Benefits Trainer

303-238-5123

Check your broker on FINRA.org

Eric S. M. Kee

Eric S. M. Kee has over 15 years of financial services experience. Prior to joining Personal Financial Benefits., he worked at Jackson National Life, Oppenheimer Funds, DWS-Scudder, One America, and FSC Securities Corporation. Eric’s experience in the industry includes retirement plan consultant, regional wholesaler, and financial advisor. One of Eric’s many specialties includes corporate pensions and corporate retirement benefits.

He is a registered representative holding:

  • Series 7 (General Securities Representative)
  • Series 63 (Uniform Securities Agent State Law Exam)
  • Along with life and annuity insurance licenses.

Eric is a graduate of Indiana University- Bloomington, he has a Bachelors of Science in Public Affairs and Environmental Science.

To learn more about the professional history of your financial advisor, please visit FINRA’s BrokerCheck