George D Modrcin

Financial Advisor

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Location:

26640 west 109Th St, Olathe, KS 66061

Industry:

Financial Services

Work:

Edward Jones Jul 2002 - Feb 25, 2019
Financial Advisor
Lpl Financial Jul 2002 - Feb 25, 2019
Financial Advisor
American Century Investments Aug 1997 - May 2002
Brokerage Associate

Education:

Rockhurst University 1999 - 2001
Master of Business Administration, Masters The University of Kansas 1993 - 1996
Bachelors, Bachelor of Science, Economics, Business Administration Bishop Ward High School

Skills:

Financial Services
Portfolio Management
Retirement Planning
Financial Planning
Retirement Income Strategies
Portfolio Performance Analysis
College Savings Plans
Investments
Stocks
Estate Planning
Long Term Care Insurance
Life Insurance
Disability Insurance
Qualified Retirement Plans
Fixed Income Strategies
Small Business Retirement Planning
Leadership
Banking
Investment Strategies
Municipal Bonds
Credit Cards
Employee Benefits
Unit Investment Trusts
Irrevocable Life Insurance Trusts
Trust Management
Asset Allocation
Wealth Management
Asset Management

Interests:

Working Out
Coaching Youth Soccer
Spending Time With Family
Traveling
Reading
Golf

Certifications:

Accredited Asset Management Specialist

George Modrcin

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Financial Advisor At Edward Jones Investments

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Location:

Kansas City, Missouri Area

Industry:

Financial Services

Experience:

Edward Jones Investments (Financial Services industry): Financial Advisor,  (-)