John J. O'keefe
Professional summary
John Joseph O'keefe is a registered financial professional currently at ALIRA HEALTH TRANSACTION SERVICES, LLC located in New York, New York.
John is registered as a RR (Registered Representative) and started their career in finance in 2022. John has worked at 2 firms and has passed the Series 63, Series 7TO, Series 79TO, SIE and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view John Joseph O'keefe's CRS (Customer Relationship Summary).
Certified licenses
Experience
February 10, 2025 - Present
ALIRA HEALTH TRANSACTION SERVICES, LLC
Office #1: 250 Park Avenue Floor 7, New York, NY 10177December 2, 2022 - August 19, 2024
FUNDOPOLIS SECURITIES, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(2/10/2025)
(7/9/2025)
(7/9/2025)
Exams
Series 7TO
Date: 10/30/2023
General Securities Representative ExaminationSeries 79TO
Date: 12/2/2022
Investment Banking Registered Representative ExaminationFINRA
Current Firm
ALIRA HEALTH TRANSACTION SERVICES, LLC
CRD#: 140203 / SEC#: , 8-67294
Contact information
FINRA licenses (53 States and Territories)
Red Flags
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