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 currently registered with Truist Advisory Services, Inc. Michael has been in the industry for over 20 years. Michael is licensed to provide securities and investment advice in several states, including Virginia, Texas, and Rhode Island. He has a strong background in financial planning and portfolio management, and is dedicated to helping his clients achieve their financial goals. Michael has experience with a range of clients, including high-net-worth individuals, corporations, and pension plans. Michael holds the Series 6, 7, 63, and 65 licenses, as well as the SIE designation.
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 05/04/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/23/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/20/2008
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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