Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregg? Claim Your ProfileGregg Andrew Okeefe is an investment advisor representative at Congress Asset Management Company, LLP. Gregg Okeefe is registered in Massachusetts and has been in the industry since May 1986. Gregg Okeefe is a Chartered Financial Analyst and has a Series 65 and Series 2 license. Congress Asset Management Company, LLP is a registered investment advisor with the Securities and Exchange Commission (SEC) and is headquartered in Boston, Massachusetts. The firm provides investment advice to individuals, corporations, and institutions.
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.
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.
Strategic management for diversified investment portfolios.
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.
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2
MA
09/26/2011 - Present
Congress Asset Management Company, LLP (BOSTON MA)
IA
Issued 08/27/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/04/1995
Series 2 - Non-Member General Securities Examination
Active
Inactive
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