Luke Halliday Email & Phone Number
CFP® @ Morgan Stanley
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Luke Halliday Location
- Dallas, TX, US
Luke Halliday Work
- 2025 -now Financial Advisor @
- 2013 -now CFP® @
- 2011 -2013 Financial Advisor @
- 2009 -2011 Financial Advisor @
- 2007 -2009 Client Service Associate @
- 2006 -2007 Client Service Associate @
Luke Halliday 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 Skills
- Series 7
- Wealth Management
- Mutual Funds
- Retirement Planning
- Investment Advisory
- Investments
- Series 63
- Asset Allocation
- Equities
- Securities
- Uniform Combined State Law
- Wealth Management Services
- Strategic Financial Planning
- Alternative Investments
- Retirement
Luke Halliday Summary
- Luke Halliday, based in Dallas, TX, US, is currently a CFP® at Morgan Stanley. Luke Halliday brings experience from previous roles at Morgan Stanley, Robert W. Baird & Co. and Morgan Stanley Wealth Management. 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 has 2 emails and 1 mobile phone numbers on RocketReach.
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