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Steven Charles Okeefe

Voya Financial Advisors, Inc.

Windsor, CT

Berlin, CT

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Current Employers
Voya Financial Advisors, Inc.

One Orange Way, Windsor, CT 06095 • United States

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2019-10-07
  • CT RA
    APPROVED
    Since 2019-10-07

Branch Locations

One Orange Way, C4-S, Windsor, CT 06095 • United States

Berlin, CT • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Catalyst Prep Llc West Caldwell NJ 02/2016 03/2017
Foresters Financial East Hartford CT 08/2016 08/2019
Foresters Advisory Services Llc East Harford CT 12/2016 06/2019
Unemployed Plainville CT 08/2019 10/2019
Voya Financial Advisors, Inc. Windsor CT 10/2019 Present
  • 02/2016 → 03/2017
    Catalyst Prep Llc
    West Caldwell, NJ
  • 08/2016 → 08/2019
    Foresters Financial
    East Hartford, CT
  • 12/2016 → 06/2019
    Foresters Advisory Services Llc
    East Harford, CT
  • 08/2019 → 10/2019
    Unemployed
    Plainville, CT
  • 10/2019 → Present
    Voya Financial Advisors, Inc.
    Windsor, CT
Previous Registrations
  • 2017-01-03 → 2019-06-20
    Foresters Advisory Services, Llc
    East Hartford, CT
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-12-13
S63 Uniform Securities Agent State Law Examination 2016-07-15
  • S65 Uniform Investment Adviser Law Examination
    2016-12-13
  • S63 Uniform Securities Agent State Law Examination
    2016-07-15
Other Names
  • Steven Charles Okeefe

View on SEC IAPD

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