Luke Keating

CRA @ Fidelity Investments | small business owner

Role
Customer Relationship Advocate at Fidelity Investments
Location
Boston, MA, US
LinkedIn followers
500 followers
Customer/Client ServiceView LinkedIn profile

About Luke Keating

I am working towards building a long-term path in financial advising and wealth management, where I can form meaningful client relationships and help individuals grow and protect their assets over time.Additionally, I am working with an exceptional team to create an all-in-one platform for personal development, fitness, & wellness. Our goal is to simplify personal development and make it more accessible to anyone. We provide a program building software platform, virtual consultations with wellness experts, and premium sportswear at affordable prices. Aspiring to be a professional bodybuilder as I compete in amateur bodybuilding shows. Spend 20-25 hours a week doing various exercises to improve my physique, master my mental game, and work on dieting properly.

Experience

  1. Customer Relationship Advocate

    Fidelity Investments

    Aug 2025 — Present · Merrimack, NH, US

    Obtained SIE, series 7, and series 63 licenses.

Education

  • St. Lawrence University

    Business/economics

    2021 — 2025

  • Green Mountain Valley School (GMVS)

    Highschool

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Luke Keating — Customer Relationship Advocate at Fidelity Investments in Boston, MA, US | Unifers