Kate Micek's Location
Chicago, Illinois, United States
Kate Micek's Work
- Wealth Strategy Associate @ UBS
- Registered Client Associate @ Merrill Lynch
- Senior Registered Branch Office Administrator @ Edward Jones
Kate Micek's Education
- Southwestern Oregon Community College
(Communications)
2000 - 2002
Kate Micek's Skills
- Series 7
- Series 63
- Series 65
- Microsoft Excel
- Asset Allocation
- FINRA
- Uniform Combined State Law
- Retirement Planning
- Wealth Management
- Customer Service
Kate Micek's Summary
Kate Micek, based in Chicago, Illinois, United States, is currently a Wealth Strategy Associate at Ubs, bringing experience from previous roles at Merrill Lynch and Edward Jones. Kate Micek holds a 2000 - 2002 Southwestern Oregon Community College. With a robust skill set that includes Series 7, Series 63, Series 65, Microsoft Excel, Asset Allocation and more, Kate Micek contributes valuable insights to the industry. Kate Micek has 1 email on RocketReach.
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