Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Charles O'Keeffe is a financial advisor with Kestra Advisory Services, LLC. John has over 39 years of experience in the financial services industry and is registered with the state of New Jersey. John provides financial planning, portfolio management for individuals and businesses, and selection of other advisors. John is also registered with the state of New Jersey as an Investment Advisor Representative.
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.
Guidance on pension options to ensure a secure financial future.
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.
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
NJ
11/10/2020 - Present
Kestra Advisory Services, LLC (Fairfield NJ)
NJ
02/12/2009 - 10/14/2020
RAYMOND JAMES FINANCIAL SERVICES, INC. (FAIRFIELD NJ)
NJ
05/03/1999 - 03/05/2009
CITIGROUP GLOBAL MARKETS INC. (WAYNE NJ)
NA
02/08/1989 - 05/05/1999
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
NY
08/24/1983 - 05/05/1999
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NA
06/08/1987 - 02/21/1989
OPPENHEIMER & CO., INC.
IA
Issued 05/25/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/14/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/22/1999
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/01/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 08/20/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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