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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Katherine? Claim Your ProfileKatherine O'Keeffe is a financial advisor at Blackrock Investment Management, LLC. Katherine O'Keeffe has been in the industry since December 5, 2021, and has been registered with the state of California since June 22, 2022. Katherine O'Keeffe has also been registered with the state of New Jersey since June 23, 2022. Katherine O'Keeffe has a Series 7TO, SIE, and Series 66 license. Katherine O'Keeffe is licensed to provide financial advice to individuals, businesses, investment companies, and pooled investment vehicles. Katherine O'Keeffe has experience working with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. Katherine O'Keeffe is committed to providing her clients with personalized financial advice and investment strategies.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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CA
06/23/2022 - Present
Blackrock Investment Management, LLC (SAN FRANCISCO CA)
BOTH
Issued 06/22/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/06/2021
Series 7TO - General Securities Representative Examination
BC
Issued 09/17/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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