Michael Klena (CRD# 2145123) is an Investment Advisor Representative working at Wealth Apple, LLC in Rochester, NY and has over 9 years of experience in the finance industry.
CRD# 3063370
Manning & Napier Advisors, LLC
CRD# 5760889
Osaic Wealth, Inc.
CRD# 862821
Novem Group
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Architect Partners | Tuscon, AZ | Nov 2021 - Current | 2 |
| Wealth Apple, LLC | Philadelphia, PA | Mar 2015 - Current | 9 |
| Lykke, Inc. | Philadelphia, PA | Oct 2016 - Feb 2018 | 1 |
| Forex Club Usa & Global Head, Institutional | Philadelphia, PA | Jan 2012 - Mar 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Apr 2015 |
| S63 | Uniform Securities State Law Examination | Mar 2019 |
- PA
-
Total Assets Under Management5MILLIONS
-
Total Number of Accounts7ACCOUNTS
-
Average Account Value$693,012
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
NY, PA
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