Luke Halliday's Location
Dallas, TX, US
Luke Halliday's Work
- CFP® @ Morgan Stanley
- Financial Advisor @ Baird
- Financial Advisor @ Morgan Stanley
- Client Service Associate @ Morgan Stanley
- Client Service Associate @ TD Ameritrade
Luke Halliday's Education
- Boston University
(Certified Financial Planner Coursework)
2011 - 2012 - University of North Texas
Bachelor of Arts (B.A.) (Communications and Psychology)
2003 - 2005
Luke Halliday's Skills
- Series 7
- Wealth Management
- Mutual Funds
- Retirement Planning
- Investment Advisory
- Investments
- Series 63
- Asset Allocation
- Equities
- Securities
Luke Halliday's Summary
Luke Halliday, based in Dallas, TX, US, is currently a CFP® at Morgan Stanley, bringing experience from previous roles at Robert W. Baird & Co., Morgan Stanley Wealth Management and TD Ameritrade. Luke Halliday holds a 2011 - 2012 Boston University. With a robust skill set that includes Series 7, Wealth Management, Mutual Funds, Retirement Planning, Investment Advisory and more, Luke Halliday contributes valuable insights to the industry. Luke Halliday has 2 emails on RocketReach.
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