Luke Klecan

Financial Analyst at Wealthcare Capital Management
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Contact Information
us****@****om
(386) 825-5501
Location
Philadelphia, Pennsylvania, United States, US

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Bio

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Credentials

  • Series 7
    FINRA
    Dec, 2020
    - Nov, 2024
  • Series 63
    FINRA
    Nov, 2020
    - Nov, 2024
  • Securities industry exam
    FINRA
    Sep, 2020
    - Nov, 2024

Experience

  • Wealthcare
    • United States
    • Investment Management
    • 1 - 100 Employee
    • Financial Analyst
      • Apr 2023 - Present

  • Vanguard
    • United States
    • Financial Services
    • 700 & Above Employee
    • Retail Inheritance Specialist with High Net Worth clients
      • Apr 2021 - Jan 2023

    • Retail Inheritance Specialist
      • Oct 2019 - Apr 2021

Education

  • Temple University
    Bachelor's degree, Religion/Religious Studies
    2013 - 2019

Community

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