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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Modzelewski is an investment advisor representative with Creative Planning based in Arlington, Virginia. John has been a registered investment advisor since April 2017. John obtained his Series 65 license in January 2017, and holds the Certified Financial Planner designation. John’s areas of specialization include retirement planning, estate planning, and college savings. Previous to joining Creative Planning, John was unemployed and prior to that he worked for the College for Financial Planning.
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.
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.
A percentage of the total value of assets under management is charged.
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VA
04/17/2017 - Present
Creative Planning (Arlington VA)
IA
Issued 01/25/2017
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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