Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Joseph O'Keefe is a financial advisor with LPL Financial LLC. Daniel is a CERTIFIED FINANCIAL PLANNER™ professional and a Chartered Financial Analyst charterholder. Daniel has been in the financial services industry since September 2010. He is licensed in 28 states to provide both Broker-Dealer and Investment Advisory services. His experience includes previous employment with VOYA FINANCIAL ADVISORS, INC. and AXA ADVISORS, LLC. He is also registered as an Investment Advisor Representative with WealthOne, LLC, an independent investment advisor firm. Daniel’s current practice focuses on portfolio management, financial planning, and consulting services for individuals and businesses.
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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NY
01/04/2024 - Present
LPL Financial LLC (ALBANY NY)
NY
04/22/2013 - 08/22/2016
VOYA FINANCIAL ADVISORS, INC. (ALBANY NY)
NY
09/03/2010 - 04/22/2013
AXA ADVISORS, LLC (CLIFTON PARK NY)
BOTH
Issued 10/27/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/01/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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