Unclaimed
Donald M. Keefe is a registered representative with Bluerock Capital Markets LLC and has been in the industry since 2016. Donald is licensed to sell securities in Arizona, Colorado, Florida, New Mexico, and Utah. Donald holds Series 7 and Series 63 licenses as well as the SIE exam. Prior to joining Bluerock Capital Markets LLC, Donald was with Steadfast Capital Markets Group, LLC.
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.
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.
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2
CA
04/19/2017 - Present
Bluerock Capital Markets LLC (Newport Beach CA)
CA
04/26/2016 - 03/29/2017
STEADFAST CAPITAL MARKETS GROUP, LLC (IRVINE CA)
BC
Issued 03/19/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/29/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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