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Lori Ann Calascione

Susquehanna Financial Group, Lllp

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About Lori Ann Calascione

Lori Ann Calascione is a financial advisor who has been in the industry since 2001. She currently works at Susquehanna Financial Group, Lllp, a firm headquartered in NEW YORK, NY. Prior to this, Lori Ann has worked at Kaufman Bros., L.P., Sloan Securities Corp., GunnAllen Financial, Inc, Oppenheimer & Co. Inc., and CIBC World Markets Corp.. Lori Ann is registered with the state of New York. Lori Ann is licensed to sell securities through the FINRA. She is licensed to sell securities in the following states: New York.

Firm Information

Lori Calascione is currently registered with Susquehanna Financial Group, Lllp. Susquehanna Financial Group, Lllp is a firm registered in all 50 states and the District of Columbia, as well as with the SEC. It was formed on July 25, 2002, and is classified as an "Other Types of Legal Formation".

Not reported

Assets Under Management

Not reported

Total Clients

128

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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Lori Calascione’s Registration & Firm History

NY

05/24/2007 - Present

Susquehanna Financial Group, Lllp (NEW YORK NY)

NY

10/03/2005 - 05/23/2007

KAUFMAN BROS., L.P. (NEW YORK NY)

NJ

10/05/2004 - 06/27/2005

SLOAN SECURITIES CORP. (ENGLEWOOD CLIFFS NJ)

FL

03/26/2004 - 10/06/2004

GUNNALLEN FINANCIAL, INC (TAMPA FL)

NY

02/21/2003 - 02/27/2004

OPPENHEIMER & CO. INC. (NEW YORK NY)

NY

03/27/2001 - 01/31/2003

CIBC WORLD MARKETS CORP. (NEW YORK NY)

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Licenses & Designations

IA

Issued 11/02/2004

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/10/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/26/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

C

Cboe EDGA Exchange, Inc.

C

Cboe EDGX Exchange, Inc.

F

FINRA

N

Nasdaq BX, Inc.

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Lori Ann Calascione.
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