Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Allan? Claim Your ProfileAllan Dillard House is a financial advisor with Morgan Stanley in Baltimore, MD. Allan has been in the financial services industry since April 10, 2002. Allan has a Series 6, 7, 63, and 65 license and is registered with the Securities and Exchange Commission as an Investment Advisor Representative. Allan is also registered in 50 states as a Broker. Prior to joining Morgan Stanley, Allan worked at Brown Advisory, LLC, in Baltimore, MD, and Morgan Stanley Private Bank, N.A. in New York, NY. Allan is also a member of the Investment Committee for Friends School of Baltimore and is on the Finance Committee for The Chesapeake Bay Trust.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Asset allocation advice
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
MD
04/15/2020 - Present
Morgan Stanley (Baltimore MD)
PA
07/08/1995 - 08/27/1998
LINCOLN INVESTMENT PLANNING, INC. (FORT WASHINGTON PA)
NA
04/22/1993 - 03/07/1995
HAWTHORNE DISTRIBUTORS CORP.
BC
Issued 07/25/2019
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 08/07/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/16/2019
Series 7TO - General Securities Representative Examination
BC
Issued 07/15/2019
SIE - Securities Industry Essentials Examination
BC
Issued 05/09/1996
Series 7 - General Securities Representative Examination
BC
Issued 04/13/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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