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Linda Joan Pappas

Linda J. Pappas

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CRD#: 6501144
Linda Joan Pappas

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Linda Joan Pappas, who also goes by Linda Pappas-schillig, was a registered financial professional .

Linda is a previously registered financial professional and started their career in finance in 2015. Linda had worked at 4 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

Biography

I take pride in connecting with my clients experiencing life events. My focus is to understand what is important to you right now as well as in the future. Working together provides you access to our trusted brand, our industry leading technology, our cost efficient investment platform and the ability to work closely with me and my team. My commitment to you is that I will assist you with your selection of a wealth management strategy that benefits you and your family now and in years to come.
top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Linda Pappas-Schillig

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
OAA#: 58269 | Org Name:Linda Pappas | Org Addr:02472, MA, US | Nature of Bus:Condominium rental | Invst Rel:Y | Title:Owner | Duties:Administer/maintain rental property | Start Dt:06/01/2013 | Total Hrs p/m:1 | Sec Trdng Hrs p/m:0

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CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Education

Salem State College

Bachelor of Business Administration - Business

1983

Endicott College

Associate of Arts - Legal administration

1981

Experience

Past

December 24, 2018 - September 10, 2024

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA
CRD#: 288590
BURLINGAME, CA
Past

December 19, 2018 - September 10, 2024

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
BURLINGAME, CA
Past

October 18, 2017 - November 30, 2018

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
BURLINGAME, CA
Past

October 18, 2017 - November 30, 2018

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
BURLINGAME, CA
Past

July 18, 2017 - October 10, 2017

CHARLES SCHWAB & CO., INC.

RIA
CRD#: 5393
MENLO PARK, CA
Past

December 1, 2015 - October 10, 2017

CHARLES SCHWAB & CO., INC.

BD
CRD#: 5393
MENLO PARK, CA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 7/14/2017
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 3/18/2016
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 12/1/2015
General Securities Representative Examination

Current Firm

FIDELITY PERSONAL AND WORKPLACE ADVISORS
FIDELITY PERSONAL AND WORKPLACE ADVISORS
FIDELITY PERSONAL AND WORKPLACE ADVISORS | FIDELITY PERSONAL AND WORKPLACE ADVISORS LLC

CRD#: 288590 / SEC#: 801-112027

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Contact information

Main Address
245 Summer Street, V2a, Boston, MA 02210
Mailing Address
Phone number
(617) 563-7000
Established
Firm type
Fiscal year end
# of Employees
15,424

Documents

Latest Form ADV

Part 2 Brochures

FIDELITY WEALTH ADVISOR SOLUTIONS (11/15/2024)
FPWA FIDELITY PERSONALIZED PLANNING & ADVICE AT WORK (3/28/2024)
FPWA FIDELITY GO (3/28/2024)
FPWA FIDELITY MANAGED FIDFOLIOS (3/28/2024)
FPWA FIDELITY STRATEGIC DISCIPLINES (3/28/2024)
FPWA FIDELITY WEALTH SERVICES (3/28/2024)

Regulatory assets under management

Total Number of Accounts1,991,043
AUM (Assets Under Management)$ 818,776,100,963

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
08/22/2024
Cover Page
Report
10/23/2023
Cover Page
Report
01/06/2023
Cover Page
Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

FIDELITY PERSONAL AND WORKPLACE ADVISORS

FIDELITY PERSONAL AND WORKPLACE ADVISORS

Financial ConsultantCRD#: 288590

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Contact information

(xxx) xxx-xxxx
xxxxx@xxxx.xxx

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