Katy Ufferman Email & Phone Number
Vice President, LPL Financial Advisor @ Maxwell Financial Management
Katy Ufferman's Location
New Albany, OH, US
Katy Ufferman's Work
- Vice President, LPL Financial Advisor @ Maxwell Financial Management
- Case Writer @ Steinhaus Financial Group
- One Group - Representative @ Bank One
Katy Ufferman's Education
- University of Dayton
Bachelor of Science (B.S.) (Finance)
1999 - 2003
Katy Ufferman's Skills
- Series 7
- Series 66
- Series 63
- Series 6
- Investments
- Portfolio Management
- Financial Advisory
- Securities
- Financial Analysis
- Asset Allocation
Katy Ufferman's Summary
Katy Ufferman, based in New Albany, OH, US, is currently a Vice President, LPL Financial Advisor at Maxwell Financial Management, bringing experience from previous roles at Steinhaus Financial Group and Bank One. Katy Ufferman holds a 1999 - 2003 Bachelor of Science (B.S.) in Finance @ University of Dayton. With a robust skill set that includes Series 7, Series 66, Series 63, Series 6, Investments and more, Katy Ufferman contributes valuable insights to the industry. Katy Ufferman has 1 email on RocketReach.
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Katy Ufferman
Vice President, LPL Financial Advisor at Maxwell Financial Management
New Albany, OH, US11 -
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