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 an investment advisor representative associated with Cetera Investment Advisers LLC. Jorge has been in the financial services industry since May 10, 2007, and is licensed in 53 states and the District of Columbia. Prior to joining Cetera Investment Advisers LLC, Jorge worked at Morgan Stanley and UBS Financial Services Inc. Jorge holds a Series 63 and 66 licenses, along with Series 7, 4, and 24 licenses and is also a SIE and Series 82TO exam holder. Jorge specializes in providing financial planning, pension consulting, educational seminars, and selection of other advisers.
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 05/17/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/14/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/14/2013
Series 4 - Registered Options Principal Examination
BC
Issued 09/16/2010
Series 24 - General Securities Principal Examination
BC
Issued 05/02/2023
Series 82TO - Limited Representative-Private Securities Offerings
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/16/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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