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Donald M Keefe

Bluerock Capital Markets LLC

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About Donald M Keefe

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.

Firm Information

Donald Keefe is currently registered with Bluerock Capital Markets LLC. Bluerock Capital Markets LLC is a Limited Liability Company formed in August 2005. The firm is registered with the Securities and Exchange Commission and in all 50 states, as well as in Puerto Rico.

Not reported

Assets Under Management

Not reported

Total Clients

30

Total Financial Advisors

Services Offered

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.

Fee Structure

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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Donald Keefe’s Registration & Firm History

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)

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Donald M Keefe. Review regulatory record here.
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