Dennis J. Okeefe, CFP
Successful Money Strategies Inc
Financial Planner in Taunton, MA
Address:370 Shag Bark Rd
Taunton, MA 02780
About Dennis J. Okeefe
Dennis Okeefe is a financial professional at Successful Money Strategies Inc located in Taunton, Massachusetts. Dennis Okeefe holds an industry securities registration subject to FINRA oversight having passed securities examinations including S63, S65 and S7. Financial advisors may be dually registered. In addition to being registered as a Registered Investment Advisor (RIA) licensed to sell insurance, advisors are often referred to as "stock brokers" when they are registered representatives to sell securities through broker dealers.
Professional Profile
Education and Degrees
No education details are currently available for this financial planner.
Languages
Dennis Okeefe provides services to clients in the following language(s):
- English
Specialties and Skills:
Contact this financial planner directly to learn more about their skills and specialties, since not all may be listed.
- Financial Planning Services
Industry Specialties
- No Industry Specialties
Contact Information
Address:
Dennis Okeefe370 Shag Bark Rd
Taunton, MA 02780
Phone Number:
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Website:
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