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Gina Marie Cetnar

LPl Financial LLC

Troy, MI

CRD 4035964

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Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Educational seminars
  • CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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

Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-03-15
MI RA APPROVED 2010-05-18
  • TX RA
    APPROVED
    Since 2024-03-15
  • MI RA
    APPROVED
    Since 2010-05-18

Branch Locations

2855 Coolidge Hwy Ste 202, Troy, MI 48084-3216 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lpl Financial Llc Troy MI 09/2009 Present
Previous Registrations
  • 2008-05-05 → 2009-04-03
    Investment Advisors International, Inc.
    West Chicago, IL
Other Businesses

1. 07/23/2009 - Financial Solutions of Michigan - INV REL - AT REPORTED LOCATION - DBA for LPL Business (entity for LPL business) 2. 02/16/2010 - NO BUSINESS NAME - INV REL - Non-Variable Insurance - 5% TIME SPENT - Selling Non Variable products including term insurance 3. 12/16/2013 - Rantec Inc. - INV REL - Business Entity For Tax/Investment Purposes Only - 1% TIME SPENT - The S Corporation does not conduct any business. 4) 01/31/2025 - Successful Money Management Seminars of Michigan, Inc - Not Investment Related - Business Entity For Tax/Investment Purposes Only - None - Start Date:01/02/2025 - 0 Hrs/Mth - 0 Hrs During Trading. 5) 05/27/2025 - CETNAR, CFP GINA - Not Investment Related - Other - Writing a book - At Reported Business Location(s) - Start Date : 05/12/2025 - 160 Hrs/Mth - 8 Hrs During Trading.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 1999-12-06
  • S66 Uniform Combined State Law Examination
    1999-12-06
Designations
  • Certified Financial Planner
Other Names
  • Gina Marie Longo

View on SEC IAPD

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