Evangelia Platis

Employer firm

Charles Schwab & Co., Inc. CRD 5393

955,800 advisory clients

Reported services (Item 5G)

• Financial planning
• Selection of other advisers
• WRAP FEE PROGRAM SPONSOR AND FINANCIAL PLANNING ADVISOR REFERRAL PROGRAM

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2019 → 12/2019
  Jpmorgan Chase Bank, N.A.
  Staten Island, NY
• 12/2019 → 12/2022
  J.P. Morgan Securities Llc
  Staten Island, NY
• 05/2018 → 11/2019
  Jpmorgan Chase Bank, N.A.
  Staten Island, NY
• 02/2007 → 06/2018
  Wells Fargo, N.A.
  Edison, NJ
• 12/2022 → Present
  Charles Schwab & Co., Inc.
  Staten Island, NY

Previous Registrations

• 2020-03-20 → 2022-12-06
  J.P. Morgan Securities Llc
  Staten Island, NY

Other Businesses

1) Holy Trinity - St. Nicholas Greek Orthodox Church | Investment Related:No|1641 Richmond Avenue |Staten Island|NY|10314|USA|Nonprofit Charitable Organizations|assistant treasurer|1/1/2016|Less than 20|0|assist with signing checks and counting money when needed

Exams

• S66 Uniform Combined State Law Examination
  2020-03-16

Other Names

• Leah Platis
• Evangelia Nikolaou
• Leah Nikolaou
• Evangelia L Platis
• Leah Nikoladu