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Peter James Shammas

Shammas Financial Planning

Wilmington, NC

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Current Employers
Shammas Financial Planning

Wilmington, NC • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2024-01-02
  • NC RA
    APPROVED
    Since 2024-01-02

Branch Locations

Wilmington, NC • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fidelity Investments Institutional Operations Company Inc Durham NC 07/2016 04/2017
Fidelity Brokerage Services Llc Durham NC 04/2017 07/2018
Fidelity Personal And Workplace Advisors Boston MA 07/2018 08/2023
Shammas Financial Planning Llc Wilmington NC 10/2023 Present
  • 07/2016 → 04/2017
    Fidelity Investments Institutional Operations Company Inc
    Durham, NC
  • 04/2017 → 07/2018
    Fidelity Brokerage Services Llc
    Durham, NC
  • 07/2018 → 08/2023
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 10/2023 → Present
    Shammas Financial Planning Llc
    Wilmington, NC
Previous Registrations
  • 2018-07-13 → 2023-08-10
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 2018-03-23 → 2018-07-13
    Strategic Advisers Llc
    Reston, VA
    Durham, NC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-07-18
  • S66 Uniform Combined State Law Examination
    2017-07-18
Designations
Other Names
  • Pete James Shammas
  • Peter James Shammas
  • Peter Shammas

View on SEC IAPD

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