Our Qualifications

Charles T. Stevens has been a registered representative in the State of Florida for over twenty-two years.  He has his CLU (Chartered Life Underwriter), ChFC (Chartered Financial Consultant).  In addition, Mr. Stevens has an undergraduate degree from Bentley Collge of Accounting and Finance and a Graduate Degree from Xavier University in Business Administration.

He continues to pursue eduacation in the continuing education program required by the State of Florida.