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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Elbert Lentini is a financial advisor with over 20 years of experience in the industry. Paul has a strong track record of success and has a proven ability to help clients achieve their financial goals. Paul is registered with Raymond James & Associates, Inc. and is also registered as an investment advisor in several states. Paul has earned numerous certifications and designations over the years, including the Certified Financial Planner and Chartered Financial Consultant designations, demonstrating commitment to providing clients with the highest quality financial advice.
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.
Please see note in schedule d - miscellaneous
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
FL
07/26/2023 - Present
Raymond James & Associates, Inc. (Clearwater FL)
FL
07/01/2003 - 08/09/2018
WELLS FARGO CLEARING SERVICES, LLC (TRINITY FL)
NY
05/09/2001 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 06/11/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/22/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/18/2008
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/20/2008
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/05/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 05/08/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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