Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Patrick Keefe is a financial advisor with Fidelity Personal and Workplace Advisors. Michael has been in the financial industry for over 16 years, has a Series 7 and Series 66 license and is also a Certified Financial Planner. Michael has a strong background in providing financial planning and portfolio management services for individuals and businesses. Michael is registered with the Securities and Exchange Commission (SEC) and is licensed to provide investment advisory services in several states, including Florida, Texas, Massachusetts, Georgia, South Carolina, Maryland, Michigan, New York, Ohio, Virginia, New Jersey, California and Washington.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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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2
MA
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
BOTH
Issued 09/24/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/10/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/02/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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