Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Patrick O'Keefe is an investment advisor representative with ON Investment Management Co. located in Cincinnati, Ohio. Daniel has been in the industry since July 2004, and has worked at several firms including Lincoln Investment, Great American Advisors, Inc., and Park Avenue Securities LLC. Daniel is registered with FINRA and the state of Ohio. Daniel is also registered to provide investment advisory services in Ohio and Kentucky. Daniel specializes in providing investment advice to individuals, high net worth individuals, charitable organizations, pension and profit-sharing plans, and corporations or other businesses. Daniel's firm, On Investment Management Co., offers a variety of investment advisory services, including financial planning, portfolio management, and selection of other advisors. On Investment Management Co. manages approximately $2.2 billion in assets for its clients.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Morningstar investment services llc, sei, assetmark, brinker capital, bny mellon advisors, inc, symmetry partners, envestnet
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.
A percentage of the total value of assets under management is charged.
1
2
OH
02/08/2023 - Present
ON Investment Management Co. (CINCINNATI OH)
PA
08/02/2010 - 09/05/2013
LINCOLN INVESTMENT (WYNCOTE PA)
OH
05/23/2007 - 08/02/2010
GREAT AMERICAN ADVISORS, INC. (CINCINNATI OH)
OH
04/29/2004 - 03/15/2007
PARK AVENUE SECURITIES LLC (CINCINNATI OH)
BOTH
Issued 12/21/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/23/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/23/2008
Series 53 - Municipal Securities Principal Examination
BC
Issued 11/09/2004
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/28/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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