Paul Joseph Celentano Jr.

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:

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

Current Employers

Employment History

• 06/2009 → 09/2018
  Harbor Financial Services, Llc
  Mobile, AL
• 09/2018 → Present
  Lpl Financial Llc
  Rockville Centre, NY

Previous Registrations

• 2013-06-06 → 2018-10-05
  Level Four Financial, Llc
  Rockville Centre, NY
  Dallas, TX
  Mobile, AL
• 2009-02-17 → 2009-06-05
  Msi Financial Services, Inc.
  Garden City, NY
• 2006-06-28 → 2009-02-03
  Level Four Financial, Llc
  Dallas, TX
  Mobile, AL
  Rockville Centre, NY
  Rockville Centre, NY

Other Businesses

1) 09/06/2018 - Objective Wealth Management - DBA for LPL Business (entity for LPL business) - inv rel - at reported business location(s) - 160 hr/mth 2) 11/2/2020 - Carrosserie Imports - Not Investment Related - Home Based - Other-Business Owner - Start Date: 9/1/2020 - 10 Hours Per Month/0 Hours During Securities Trading - Classic Car Imports.

Exams

• S66 Uniform Combined State Law Examination
  2000-03-11

Other Names

• Paul J Celentano
• Paul Joseph Celentano