Unclaimed
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.
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.
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.
1
2
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)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/27/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Kalliopi Annenos is the right advisor for you? Invested Better is here to help.