Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Michael O'Keefe is a financial advisor with Icapital Markets LLC in NEW YORK, NY. Kevin Michael O'Keefe has been in the industry since 2019 and has a wide range of experience. Kevin Michael O'Keefe holds the Series 7, 6, and 63 securities licenses, and the SIE exam. Prior to joining Icapital Markets LLC, Kevin Michael O'Keefe was a financial advisor with ICAPITAL SECURITIES, LLC and CION SECURITIES, LLC.
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.
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2
NY
11/30/2023 - Present
Icapital Markets LLC (NEW YORK NY)
NY
01/12/2023 - 11/30/2023
ICAPITAL SECURITIES, LLC (NEW YORK NY)
NY
10/30/2019 - 12/21/2022
CION SECURITIES, LLC (NEW YORK NY)
NY
10/31/2018 - 01/30/2019
PRUCO SECURITIES, LLC. (MELVILLE NY)
BC
Issued 11/29/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/21/2021
Series 7TO - General Securities Representative Examination
BC
Issued 11/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/31/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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