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Stephen J. Cheseldine

KEYSTONE TRADING PARTNERS
Wayne, PA 19087
Some features on this profile are disabled
CRD#: 2321778
SC

Professional summary

Stephen John Cheseldine is a registered financial professional currently at KEYSTONE TRADING PARTNERS located in Wayne, Pennsylvania.

Stephen is registered as a RR (Registered Representative) and started their career in finance in 2006. Stephen has worked at 2 firms and has passed the SIE 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) - BD

Click below to view Stephen John Cheseldine's CRS (Customer Relationship Summary).

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

Current

July 14, 2016 - Present

KEYSTONE TRADING PARTNERS

Office #1: 7 Harford Lane, Wayne, PA 19087
BD
CRD#: 33100
Wayne, PA
Past

July 3, 2009 - January 16, 2015

KEYSTONE TRADING PARTNERS

BD
CRD#: 33100
WAYNE, PA
Past

December 19, 2006 - November 26, 2008

MARKET STREET SECURITIES, INC.

BD
CRD#: 31464
PHILADELPHIA, PA

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

General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
Principal/Supervisory Exam
RR
Series 24
Date: 12/19/2012
General Securities Principal Examination
SRO Registrations
RR
Nasdaq PHLX LLC
SRO Registrations
RR
Nasdaq Stock Market

Current Firm

KT
KEYSTONE TRADING PARTNERS
KEYSTONE TRADING PARTNERS

CRD#: 33100 / SEC#: , 8-41621

BD
Broker-Dealer Firm Regulated by FINRA (Philadelphia district office)
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Contact information

Main Address
7 Harford Lane, Wayne, PA 19087
Mailing Address
Po Box 270, Clifton Heights, PA 19018
Phone number
(215) 874-3400
Established
Pennsylvania since 06/22/1989
Firm type
Partnership
Fiscal year end
December
# of Employees

Documents

Direct owners and executive officers

NamePositionCRD#
LOBACH, TIMOTHY DOUGLASGENERAL PARTNER1520968
CHESELDINE, STEPHEN JOHNLIMITED PARTNER2321778
SCHEPPS, MARK HCHIEF COMPLIANCE OFFICER, GENERAL COUNSEL AND FINOP2042034

Disclosures

Regulatory Event6

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

KEYSTONE TRADING PARTNERS

CRD#: 33100Wayne, PA 19087

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