Kevin M. Keefe

Independent Financial Group, Llc

San Diego, CA, US
EMAILS
k•••••@ifgsd.com
MOBILE NUMBERS
+17•••••••20

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WORK HISTORY

Present

@Independent Financial Group, Llc

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SKILLS

SecuritiesRetirementBondsStrategic Financial PlanningStrategyAsset AllocationMutual FundsFinancial AdvisoryUniform Combined State LawFixed IncomeSeries 63Asset ManagmentFinancial PlanningSeries 24Relationship ManagementDue DiligenceHedge FundsBusiness DevelopmentWealth ManagementInvestment StrategiesAlternative InvestmentsSeparately Managed AccountsInvestment ManagementLeadershipFinanceFinancial ServicesCrmEtfsWealthFinancial RiskAsset ManagementSeries 65Financial MarketsTradingWealth Management ServicesRetirement PlanningFinraInvestmentsEquitiesSeries 7

ABOUT KEVIN M. KEEFE

Accomplished and growth-oriented C-suite executive with over three decades of leadership…

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