Cepa® Stuart Kessler

Stuart Kessler, CEPA®, has a diverse work experience in the financial services industry. Stuart currently serves as the Managing Director at Securian Capital of the Chesapeake, an independent financial services firm where they specialize in various sectors of the marketplace. Prior to this, Stuart worked as a Financial Advisor at Securian Capital, leveraging their expertise in all areas falling under one's financial umbrella.

Before joining Securian Capital, Stuart was the Operations Manager at DGA, Inc., where they successfully managed communication, relationships, and deliverables across various departments. Stuart also played a key role in developing operational strategies to enhance the efficiency and profitability of the call center.

Stuart's career started at Northwestern Mutual, where they served as a Financial Representative. Later, they joined New England Financial as an Investment Advisor Representative, providing securities and investment advisory services.

Throughout their career, Stuart has demonstrated a strong commitment to their clients and a deep understanding of the financial industry. Stuart has leveraged their expertise to deliver exceptional service and maximize the benefits for their clients.

Stuart Kessler, CEPA®, obtained a Bachelor of Science (BS) degree in Accounting from the University of Maryland - Robert H. Smith School of Business from 2009 to 2011. Prior to that, they completed an Associate's degree in Business/Commerce, General at Montgomery College from 2007 to 2009. In 2016, Stuart pursued a Master of Business Administration (M.B.A.) degree in Finance and Financial Management Services at the University of Baltimore Merrick School of Business, and their studies in this field are ongoing.

In addition to their academic qualifications, Stuart Kessler has obtained several certifications. Stuart obtained the Certified Exit Planning Advisor certification in March 2022. Stuart also achieved the Series 63 certification in February 2012, the Series 65 certification in April 2012, and the Series 7 certification in December 2011. The institutions from which these certifications were obtained are not specified.