Erik O'Keefe, CFP(c), is a seasoned financial advisor with extensive experience in the financial services industry. Currently serving at Moors & Cabot since April 2021, Erik previously held the position of financial advisor at Ameriprise Financial Services, LLC from July 2009 to April 2021, and worked as a financial consultant at AXA from October 2005 to June 2009. Erik holds a Bachelor of Arts degree in Psychology from the University at Buffalo, which was earned between September 1990 and May 1994.
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