Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amy? Claim Your ProfileAmy Loraine O'Keefe is a registered representative and investment advisor representative with LPL Financial LLC. Amy has been in the financial services industry since May 4, 2005. Amy works in Plymouth, Minnesota and has been registered with the state of Minnesota since December 2011. Prior to working with LPL Financial LLC, Amy worked with EDWARD JONES in Minnetonka, Minnesota. Amy is licensed to offer securities in Arizona, California, Colorado, Illinois, Indiana, Michigan, Minnesota, New Jersey, South Dakota, and Wisconsin.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
MN
01/21/2014 - Present
LPL Financial LLC (PLYMOUTH MN)
MN
04/06/2005 - 11/03/2011
EDWARD JONES (MINNETONKA MN)
BC
Issued 04/08/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/05/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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