Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ivor? Claim Your ProfileIvor Patrick O'Keeffe is a registered representative with City National Securities, Inc. Ivor is based in Los Angeles, CA, and has been in the industry for over 29 years. Ivor has a diverse range of licenses and experience including municipal securities, options, and general securities. Ivor holds the Series 4, 7, 24, 52, 53, 55, 57, 63, and 65 securities licenses. Prior to joining City National Securities, Inc., Ivor was with Flagstar Advisors for 23 years, Republic Financial Services Corporation, and CitiCorp Investment Services. Ivor's current and previous work history is in the New York and Los Angeles markets.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
Mutual fund fees, broker fees & transaction fees
1
2
NJ
09/16/2024 - Present
City National Securities, Inc. (MIDDLETOWN NJ)
NY
12/20/2000 - 07/19/2024
FLAGSTAR ADVISORS (New York NY)
NY
07/21/1999 - 07/14/2000
REPUBLIC FINANCIAL SERVICES CORPORATION (NEW YORK NY)
NY
06/16/1994 - 07/28/1999
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
IA
Issued 09/27/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/07/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/01/2002
Series 53 - Municipal Securities Principal Examination
BC
Issued 04/15/2002
Series 4 - Registered Options Principal Examination
BC
Issued 01/30/1995
Series 24 - General Securities Principal Examination
BC
Issued 08/28/2024
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/04/2005
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 06/15/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Ivor O'Keeffe is the right advisor for you? Invested Better is here to help.
