About Candidate
Report Listing

Senior financial advisor (retired) seeking opportunity to reenter industry within the next 2 years. Former licenses: Series 7, 63, 65 as well as Life and Health licensed. Currently MQP enrolled, allowing re-registration with FINRA within 5 years of 2022 retirement. Under former financial advisor program, a five year non-compete is currently in place.

Resume Summary

Former financial advisor with 25 years of experience. Retired from Morgan Stanley
Wealth Management having built a team of advisors managing over $350 million. Currently maintaining RR qualification to eventually return to industry.

Location Preferences


Tampa, FL

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