Jim Ulman

President @Ulman Financial

Towson, MD, US
MOBILE NUMBERS
+91 *********19

Signup · Get unlimited contacts

WORK HISTORY

Jun 2003 — Present

President @Ulman Financial

View department →

Ulman Financial is a comprehensive financial services firm committed to helping you improve your long-term financial success. Our customized programs are designed to help grow, protect, and conserve your wealth by delivering an outstanding level of personalized service and expertise.Securities offered through LPL Financial, member FINRA/SIPC, please refer to website section above.Third party posts found on this website do not reflect the views of LPL Financial as to accuracy or completeness.For a list of states in which I/we are registered to do business, please visit

EDUCATION

1969 — 1973

University of Virginia

Bachelor of Arts (B.A.), Mathematics

1995 — 1997

Loyola University Maryland

EMBA, Business Administration and Management, General

1969

University of Virginia

Bachelor of Arts - BA, Mathematics

2006 — 2011

The American College of Financial Services

ChFC, CLU, Financial Planning and Services

SKILLS

Financial ServicesWealth ManagementSeries 7Portfolio ManagementSecuritiesEstate PlanningFinancial PlanningAsset ManagementInvestmentsSmall BusinessLeadershipFinanceMicrosoft OfficeStrategic PlanningRetirementStrategic Financial PlanningMutual FundsRisk ManagementInsuranceRetirement PlanningProgram Management

ABOUT JIM ULMAN

For a list of states in which I am registered to conduct securities business, visit my…

This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.

Jim Ulman — President at Ulman Financial in Towson, MD, US | Unifers