Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael O'Keefe is a financial advisor with Truist Advisory Services, Inc. Michael has over 20 years of experience in the financial services industry. Michael is registered with the Securities and Exchange Commission (SEC) and holds the Series 6, 7, 63, and 65 licenses. Michael is committed to providing personalized financial advice to help clients achieve their financial goals. Prior to joining Truist Advisory Services, Inc., Michael worked with BB&T Securities, LLC and SunTrust Investment Services, Inc. in the Roanoke area. Michael has extensive experience providing financial planning services to a wide range of clients, including individuals, families, and businesses.
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.
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.
Wrap fee product and financial profiling services using desktop software
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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VA
02/17/2021 - Present
Truist Advisory Services, Inc. (ROANOKE VA)
VA
09/25/2018 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
VA
10/06/2011 - 09/28/2018
SUNTRUST INVESTMENT SERVICES, INC. (ROANOKE VA)
VA
06/01/2009 - 10/12/2011
MORGAN STANLEY SMITH BARNEY (ROANOKE VA)
VA
11/30/2007 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (ROANOKE VA)
VA
10/28/2003 - 12/04/2007
SIGNATOR INVESTORS, INC. (ROANOKE VA)
IA
Issued 5/4/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/23/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 2/20/2008
Series 7 - General Securities Representative Examination
BC
Issued 10/27/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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