Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Michael O'Keefe is a financial advisor with over 20 years of experience in the industry. Patrick is currently registered with Lincoln Investment, a firm with a broad reach across the United States. Patrick specializes in providing financial planning, portfolio management for individuals and businesses, and selection of other advisors. Patrick has also held previous roles at Legend Equities Corporation, Genworth Financial Securities Corporation and C. J. M. Planning Corp. Patrick holds Series 6, 63, and 65 licenses and is a registered investment advisor in New Jersey and various other states.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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NJ
06/15/2017 - Present
Lincoln Investment (Lincroft NJ)
NJ
06/06/2007 - 01/03/2017
LEGEND EQUITIES CORPORATION (port monmouth NJ)
NJ
10/24/2005 - 05/07/2007
GENWORTH FINANCIAL SECURITIES CORPORATION (MIDDLETOWN NJ)
NJ
10/31/2000 - 10/24/2005
C. J. M. PLANNING CORP. (POMPTON LAKES NJ)
IA
Issued 02/28/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/15/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/30/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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