 About Us
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IMPORTANT NOTE: *Jeffrey D. Stewart, CPA/PFS, CFPR is a registered representative, registered to transact business with clients in CA, CO, CT, IL, IN, KY, NC, OH, & TX. Jeffrey D. Stewart, CPA/PFS, CFPR is also an investment adviser representative licensed in CA, CT, KY, OH, & TX. Jeffrey D. Stewart, CPA/PFS, CFPR is insurance licensed in the following states OH & KY. If you are not a resident of the states noted above, all investment-related information on this site is for informational purposes only and does not constitute a solicitation or offer to sell securities, investment advisory services or insurance services over the internet. *Molly E. Myers, CLU is a registered representative, registered to transact business with clients in OH. Molly E. Myers is insurance licensed in OH. If you are not a resident of the states noted above, all investment-related information on this site is for informational purposes only and does not constitute a solicitation or offer to sell securities, investment advisory services or insurance services over the internet. Securities offered through H.D. Vest Investment ServicesSM, Member SIPC, Advisory Services offered through H.D. Vest Advisory ServicesSM, Non-bank subsidiaries of Wells Fargo & Company. Investments & Insurance Products: • Are not insured by the FDIC or any federal government agency. • Are not deposits of or guaranteed by the bank or any bank affiliate. • May lose Value. Lifetime Wealth Management, LLC is not a registered broker/dealer or independent investment advisory firm.
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