Jorge A Traslavina

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2004 → 01/2017
  Scottrade, Inc.
  Winter Park, FL
• 01/2017 → 12/2018
  Ubs Financial Services Inc
  Denver, CO
• 01/2019 → 04/2023
  Morgan Stanley
  Denver, CO
• 04/2023 → 11/2024
  Cetera Investment Services
  St Cloud, MN
• 04/2023 → Present
  Cetera Investment Advisers Llc
  Arvada, CO
• 11/2024 → Present
  Cetera Finanaicl Specialists Llc
  Schaumburg, IL

Previous Registrations

• 2019-01-15 → 2023-05-09
  Morgan Stanley
  Denver, CO
• 2017-05-17 → 2018-12-26
  Ubs Financial Services Inc.
  Denver, CO

Other Businesses

1. VACATION RENTAL PROPERTY, 100% OWNER

Exams

• S66 Uniform Combined State Law Examination
  2017-05-17
• S63 Uniform Securities Agent State Law Examination
  2007-05-14

Other Names

• Jorge Alberto Traslavina Arias
• Jorge A Traslavina
• Jorge Alberto Traslavina