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Stephen J. Seefeld

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CRD#: 1987634
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Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Stephen James Seefeld was a registered financial professional .

Stephen is a previously registered financial professional and started their career in finance in 1989. Stephen had worked at 8 firms and has passed the Series 63, Series 7, Series 27 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

November 10, 2000 - October 26, 2009

INTELATRADE.COM

BD
CRD#: 103964
NORWALK, CT
Past

March 10, 2000 - March 15, 2001

ACCESS SECURITIES, LLC

BD
CRD#: 22455
NEW CANAAN, CT
Past

October 29, 1999 - March 6, 2000

MORGAN STANLEY & CO. LLC

BD
CRD#: 8209
NEW YORK, NY
Past

December 17, 1996 - November 11, 1999

CCP GROUP INC.

BD
CRD#: 42206
STANFORD, CT
Past

October 1, 1996 - February 25, 1998

COS COB BD LIMITED

BD
CRD#: 40059
NASSAU,
Past

August 6, 1990 - September 25, 1990

ADVEST, INC.

BD
CRD#: 10
HARTFORD, CT
Past

March 29, 1990 - June 1, 1990

THE STUART-JAMES COMPANY, INCORPORATED

BD
CRD#: 11691
DENVER, CO
Past

October 23, 1989 - July 24, 1990

CM SECURITIES, INC.

BD
CRD#: 7284
NEWTON HIGHLANDS, MA

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 12/30/1996
Uniform Securities Agent State Law Examination
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam

Current Firm


IN
INTELATRADE.COM
INTELATRADE.COM

CRD#: 103964 / SEC#: , 8-52427

BD
Cancelled by SEC on 08/27/2010
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Contact information


Main Address
Mailing Address
Phone number
Established
Connecticut since 03/04/2000
Firm type
Limited Liability Company
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
SEEFELD, STEPHEN JAMESPRESIDENT/CCO1987634

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


INTELATRADE.COM

CRD#: 103964

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