Unclaimed
Sandra O'Keefe is a financial advisor with Blackrock Investments, LLC. Sandra has been in the financial services industry since 2011. She has a Series 7, Series 63, and SIE license. Sandra holds registrations in 53 states and has previously worked at Furman Selz LLC, Commonwealth Associates, and Smith Barney Inc.
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.
1
2
NJ
12/18/2013 - Present
Blackrock Investments, LLC (PRINCETON NJ)
NY
12/10/1996 - 08/19/1997
FURMAN SELZ LLC (NEW YORK NY)
NY
05/26/1995 - 10/04/1996
COMMONWEALTH ASSOCIATES (NEW YORK NY)
NY
05/01/1995 - 05/04/1995
SMITH BARNEY INC. (NEW YORK NY)
BC
Issued 04/17/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/17/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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