Pierce Trcka Email & Phone Number
VP, Wealth Advisor and Investments @ World Investment Advisors (formerly Pensionmark)
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Pierce Trcka Location
- United States
Pierce Trcka Work
- 2019 - now VP, Wealth Advisor and Investments @
- 2013 - 2019 Director, Janus Henderson Investors @
- 2013 - 2019 Director @
- 2011 - 2019 Associate Director @
- 2009 - 2011 Vice President of Marketing @ Jack Keeter Marketing
- 2009 - 2009 Internal Wholesaler @
- 2008 - 2009 Private Client Wealth Management @
Pierce Trcka Education
- College for Financial Plannning
Accredited Portfolio Management Advisor (Financial Planning and Services)
2012 - 2012 - University of Houston
BBA (Finance and Marketing)
2000 - 2004
Pierce Trcka Skills
- Series 7
- Series 63
- Mutual Funds
- Retirement Planning
- 401k
- Investments
- Fixed Annuities
- Securities
- Alternative Investments
- Asset Allocation
- Wealth Management
- Retirement
- Snowboarding
- Financial Advisory
- Strategic Financial Planning
- ETFs
- Variable Annuities
- Finance
- Life Insurance
- Portfolio Management
- Separately Managed Accounts
- Integrity
- Investment Advisory
- Wealth Management Services
- Insurance
- Outstanding interpersonal communication skills
- Small Boat Operations
- Soups
- Financial Planning
- Boat Building
- Microsoft Office
- Microsoft Excel
- Marketing
Pierce Trcka Summary
- Pierce Trcka, based in United States, is currently a VP, Wealth Advisor and Investments at World Investment Advisors (formerly Pensionmark). Pierce Trcka brings experience from previous roles at Janus Henderson Investors U.S., Janus Capital Group and Jack Keeter Marketing. Pierce Trcka holds a 2012 - 2012 Accredited Portfolio Management Advisor in Financial Planning and Services @ College for Financial Plannning. With a robust skill set that includes Series 7, Series 63, Mutual Funds, Retirement Planning, 401k and more. Pierce Trcka has 1 emails and 1 mobile phone numbers on RocketReach.
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