CharlotteFinancial Advisor at WealthPlan Financial Partners I am who I am and I'm the best at it. I'm an expert on the things that I do know. I am a Financial Advisor with Series 7 and 66 Licenses along with... I am who I am and I'm the best at it. I'm an expert on the things that I do know. I am a Financial Advisor with Series 7 and 66 Licenses along with Life/Health, Long-Term Care, Medicare, etc.