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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Daniel O'Keeffe is a financial advisor with Kestra Advisory Services, LLC, providing financial planning and investment advisory services to individuals and businesses. John has been in the industry since 2016, previously holding positions at Merrill Lynch, Pierce, Fenner & Smith Incorporated and Raymond James Financial Services, Inc. John holds the Series 7, Series 66, and SIE licenses, and is registered in 13 states. John has experience working with high-net-worth individuals, insurance companies, charitable organizations, pension and profit-sharing plans, and corporations or other businesses. John also provides financial planning services to businesses. John is committed to providing his clients with personalized service and tailored financial solutions.
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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TX
10/15/2020 - Present
Kestra Advisory Services, LLC (AUSTIN TX)
NJ
01/02/2019 - 10/15/2020
RAYMOND JAMES FINANCIAL SERVICES, INC. (FAIRFIELD NJ)
NY
08/26/2016 - 12/13/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 10/12/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/26/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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