professional profile
Katie Marie Veloff, CFP
Overview
Katie Marie Veloff is a registered representative and an investment adviser representative based in Madison, WI, with 6 years in the industry.
- Years in the industry
- 6
- States registered
- 30
- Exams passed
- 4
- Current firms
- 1
Contact
1 business email and 1 phone number on file
Registrations and licenses
- Registered in 30 states
Every state, with registration and license dates
Firms
- Buttonwood Partners, Inc.Current firm
Employment history since 2020
Book and practice
Firm assets under management on file
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