professional profile
Matthew Joseph Okeefe, CFP
Overview
Matthew Joseph Okeefe is an insurance agent and an investment adviser representative based in Columbia, MD, with 16 years in the industry.
- Years in the industry
- 16
- States licensed
- 6
- States registered
- 2
- Carrier appointments
- 6
Contact
3 business emails and 2 phone numbers on file
Registrations and licenses
- Licensed in 6 states
- Registered in 2 states
4 lines of authority, with every state and its dates
Firms
- Back Bay Financial Planning & InvestmentsCurrent firm
Employment history since 2011
Carriers
6 active carrier appointments
Book and practice
Firm assets under management on file
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