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Kalliopi Annenos

Lion Street Financial, LLC

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About Kalliopi Annenos

Kalliopi Annenos is a financial advisor who has been in the industry since 1998. Kalliopi is currently registered with Lion Street Financial, LLC and has been with the firm since July 27, 2018. Prior to joining Lion Street Financial, LLC, Kalliopi was registered with FSC Securities Corporation, NFP Securities, Inc., FFP Securities, Inc., and Franklin/Templeton Distributors, Inc. Kalliopi holds the Series 6 and Securities Industry Essentials (SIE) licenses. Kalliopi is licensed to provide financial advice in Florida.

Firm Information

Kalliopi Annenos is currently registered with Lion Street Financial, LLC. Lion Street Financial, LLC is a Limited Liability Company formed in January 2022 and is registered to provide advisory services in all 50 states, the District of Columbia, and the Virgin Islands.

Not reported

Assets Under Management

Not reported

Total Clients

137

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Kalliopi Annenos’s Registration & Firm History

FL

07/27/2018 - Present

Lion Street Financial, LLC (Clearwater FL)

FL

12/11/2003 - 07/31/2018

FSC SECURITIES CORPORATION (CLEARWATER FL)

TX

07/20/2001 - 10/09/2003

NFP SECURITIES, INC. (AUSTIN TX)

MO

06/05/2000 - 07/23/2001

FFP SECURITIES, INC. (CHESTERFIELD MO)

CA

01/28/1998 - 05/17/2000

FRANKLIN/TEMPLETON DISTRIBUTORS, INC. (SAN MATEO CA)

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Licenses & Designations

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/27/1998

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Kalliopi Annenos. Review regulatory record here.
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