Phoebe O'Keeffe is an investment adviser representative (IAR) with state registration records since 2025, appearing at 2 firms. Currently registered with KESTRA ADVISORY SERVICES, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| KESTRA ADVISORY SERVICES, LLC | 2025-09-09 | present | Yes |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2025-01-28 | 2025-09-02 | — |