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O'Keefe Stevens Advisory, Inc. One Busch & Bomb Place, Suite 920 Rochester, New York 14604 (585) 3406538 www.okeefestevens.comFirm Brochure (Part 2A) Item 1 Cover Pages brochure provides information
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Okeefe Stevens Advisory Inc is a financial advisory firm that provides a range of investment and wealth management services to clients.
Individuals or entities that engage the services of Okeefe Stevens Advisory Inc for financial advisory services are typically required to file relevant forms.
To fill out Okeefe Stevens Advisory Inc forms, gather the required information about your financial position and complete the forms according to the provided instructions, ensuring accurate details are entered.
The purpose of Okeefe Stevens Advisory Inc is to provide clients with advice on financial planning, investments, and asset management to help them achieve their financial goals.
Information that must be reported includes client financial details, service agreements, transaction history, and any relevant disclosures regarding fees or conflicts of interest.
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