Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jorge? Claim Your ProfileJorge Traslavina is a financial advisor with Cetera Investment Advisers LLC. Jorge has been in the industry for over 16 years. Jorge is a registered representative in 53 states and the District of Columbia. Jorge offers a range of financial services, including financial planning, portfolio management, and retirement planning. Jorge has been with Cetera Investment Advisers LLC since April 2023. Previously, Jorge was with Morgan Stanley and UBS Financial Services Inc..
ARVADA, CO
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
05/30/2023 - Present
Cetera Investment Advisers LLC (ARVADA CO)
CO
01/15/2019 - 05/09/2023
MORGAN STANLEY (Denver CO)
CO
01/23/2017 - 12/26/2018
UBS FINANCIAL SERVICES INC. (DENVER CO)
CO
04/17/2007 - 01/17/2017
SCOTTRADE, INC. (WESTMINSTER CO)
BOTH
Issued 5/17/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 5/14/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 2/14/2013
Series 4 - Registered Options Principal Examination
BC
Issued 9/16/2010
Series 24 - General Securities Principal Examination
BC
Issued 5/2/2023
Series 82TO - Limited Representative-Private Securities Offerings
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 4/16/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Jorge Traslavina is the right advisor for you? Invested Better is here to help.
