Lora CagliotiCRD Number: 2968703
Current Firm: Charles Schwab & Company, Inc.
Lora Caglioti (CRD# 2968703) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Lake Grove, NY and has over 24 years of experience in the finance industry.
American Portfolios Advisors, Inc.
J.p. Morgan Securities LLC
Northwestern Mutual Investment Services,llc
|Charles Schwab Bank Ssb||Garden City, NY||Jun 2005 - Current||16|
|Charles Schwab & Company, Inc.||Garden City, NY||Jul 2002 - Current||19|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 1997|
|S65||NASAA Investment Advisors Law Examination||Dec 2018|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Selection of other advisers (including private fund managers)
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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