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For more information about NYLIFE Securities LLC and its investment professionals.

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  • ABOUT
    • Team
    • Alliances
    • Process
    • Community Involvement
  • EXPERTISE
    • For Individuals
    • For Businesses
    • Investments
    • For Advisors
  • EDUCATION
    • Video Learning Library
    • Newsletters
    • Guideposts
  • CONTACT
  • CLIENT LOGIN
    • eMoney
    • New York Life
    • American Funds
    • Eagle Strategies / NYLIFE Securities
Disclosure

David Keefe is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in select jurisdictions. Insurance products and services may be offered only in jurisdictions where the agent is properly licensed. State license numbers shown where specifically required. Additional jurisdictions available upon request.
David Keefe (CA Insurance License #0F60751).

As a New York Life Agent, David Keefe is licensed and authorized to offer insurance in California, but 4-POINT FINANCIAL may not be. For additional information on California licensure status, please click here.

David Keefe is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 201 Jones Rd 5th Fl, Waltham, MA 02451, 781-398-9863. Securities products and services are offered only in jurisdictions where the registered representative is properly registered.

David Keefe is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company. Advisory services are offered only in jurisdictions where the financial adviser and Eagle Strategies LLC are properly registered.

4-POINT FINANCIAL is not owned or operated by NYLIFE Securities LLC or its affiliates.

Neither 4-POINT FINANCIAL nor its associates are in the business of offering tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.

This website is intended for informational purposes only. Insurance, securities, and advisory products and services are available only in jurisdictions where the applicable representative and entity are properly licensed and registered. No offers may be made or accepted outside those jurisdictions.

Copyright 2026. New York Life Insurance Company. All Rights Reserved.

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NYLIFE Securities LLC, Member FINRA/SIPC.

For additional information, visit Customer Relationship Summary.pdf

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