Luke Halliday
CFP® at Morgan Stanley | Dallas, Texas, United States
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CFP® at Morgan Stanley in June 2013 to Present
Financial Advisor at Robert W. Baird & Co. in January 2011 to June 2013
Financial Advisor at Morgan Stanley Wealth Management in January 2010 to December 2011
Client Service Associate at Morgan Stanley Wealth Management in July 2007 to December 2009
Client Service Associate at TD Ameritrade in January 2006 to June 2007
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University of North Texas, Bachelor of Arts (B.A.), Communications and Psychology, September 2026
Boston University, Certified Financial Planner Coursework, September 2026
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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
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Discover more about Morgan StanleyWhat is Luke Halliday email address?
Email Luke Halliday at [email protected] and [email protected]. This email is the most updated Luke Halliday's email found in 2026.
How to contact Luke Halliday?
To contact Luke Halliday send an email to [email protected] or [email protected].
What company does Luke Halliday work for?
Luke Halliday works for Morgan Stanley
What is Luke Halliday's role at Morgan Stanley?
Luke Halliday is CFP®
What is Luke Halliday's Phone Number?
Luke Halliday's phone (214) ***-*165
What industry does Luke Halliday work in?
Luke Halliday works in the Financial Services industry.
Luke Halliday Email Addresses
Luke Halliday Phone Numbers
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