Unclaimed
Keefe Gallagher Duterte is a financial advisor who has been in the industry since September 24, 2003. Keefe is currently registered with Allstate Financial Services, LLC and is located in Charleston, West Virginia. Keefe has also previously worked with Merrill Lynch, Pierce, Fenner & Smith Incorporated, Allstate Financial Services, LLC, American Express Financial Advisors Inc., and IDS Life Insurance Company.
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.
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.
1
2
WV
02/16/2007 - Present
Allstate Financial Services, LLC (Charleston WV)
AZ
12/07/2004 - 10/25/2006
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (TUCSON AZ)
NE
10/09/2003 - 12/08/2004
ALLSTATE FINANCIAL SERVICES, LLC (LINCOLN NE)
MN
05/15/2003 - 09/19/2003
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
05/15/2003 - 09/19/2003
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 05/27/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/13/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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