Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you George? Claim Your ProfileGeorge Modrcin is an investment advisor representative with LPL Financial LLC in Olathe, KS. George has been in the securities industry since 1998. George is registered with the Securities and Exchange Commission (SEC) and the Financial Industry Regulatory Authority (FINRA). George has passed the Series 6, Series 7, Series 63, and Series 66 exams. George has experience with clients in various industries and individuals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
KS
02/25/2019 - Present
LPL Financial LLC (OLATHE KS)
KS
07/19/2002 - 02/28/2019
EDWARD JONES (SHAWNEE KS)
MO
07/30/1999 - 11/01/2001
AMERICAN CENTURY BROKERAGE, INC. (KANSAS CITY MO)
MO
12/10/1997 - 06/22/1999
AMERICAN CENTURY INVESTMENT SERVICES INC. (KANSAS CITY MO)
BOTH
Issued 01/12/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/21/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/29/1999
Series 7 - General Securities Representative Examination
BC
Issued 12/08/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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