Stuart holds the designations of Certified Financial Planner (CFPÂ®), Chartered Retirement Planning Counselor (CRPCÂ®), Accredited Asset Management Specialist (AAMSÂ®) and Certified Long Term Care Advisor (CLTCÂ®). He is a member of the Financial Services Institute (FSI) and holds FINRA securities registrations Series 7, 8, 10, 63, with LPL Financial and 65 with Charlotte Wealth Management . In addition to his securities registrations, he holds life, accident, health, long term care and variable life insurance licenses.
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