Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you George? Claim Your ProfileGeorge Lares is a financial professional with over 40 years of experience in the industry. George is currently a Senior Vice President - Investments at Cetera Investment Advisers LLC. Prior to Cetera, George was with First Financial Equity Corporation and previously with Piper Jaffray & Co., UBS Financial Services Inc., and Stanford Group Company. George holds Series 7, 24, 63, and 65 licenses and is registered in multiple states. George's areas of specialization include financial planning, pension consulting, educational seminars, and selection of other advisors. George can provide portfolio management for individuals and businesses.
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.
1
2
CO
06/29/2023 - Present
Cetera Investment Advisers LLC (GREENWOOD VILLAGE CO)
CO
02/12/2007 - 04/20/2022
FIRST FINANCIAL EQUITY CORPORATION (GREENWOOD VILLAGE CO)
CO
08/01/2005 - 08/17/2006
PIPER JAFFRAY & CO. (DENVER CO)
NJ
05/17/2005 - 07/07/2005
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
TX
03/02/1999 - 05/19/2005
STANFORD GROUP COMPANY (HOUSTON TX)
NJ
10/15/1991 - 03/10/1999
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
05/14/1988 - 11/04/1991
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
02/28/1983 - 05/14/1988
E. F. HUTTON & COMPANY INC
NA
11/24/1982 - 03/15/1983
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
IA
Issued 12/27/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 1/12/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 5/30/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/20/1982
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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