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Peter James Shammas

Peter J. Shammas

SHAMMAS FINANCIAL PLANNING | Financial Consultant
Wilmington, NC
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CRD#: 6788405
Peter James Shammas

Professional summary

Peter James Shammas, CFP®, who also goes by Peter Shammas, Pete James Shammas, is a registered financial advisor currently at SHAMMAS FINANCIAL PLANNING located in Wilmington, North Carolina.

Peter is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Peter has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.

Biography

My goal as a financial consultant is to help my clients create a sound plan that they're comfortable and confident in, so that they can strive towards reaching their aspirations, goals, and dreams. I accomplish this by getting to know what's most important to you and your family, identifying opportunities or issues by reviewing various scenarios, and having collaborative conversations regarding your options.
top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Peter Shammas | Pete James Shammas

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#: 56772 | Org Name:VLC | Org Addr:Fairfax, VA, US | Nature of Bus:Youth lacrosse | Invst Rel:N | Title:Coach | Duties:Running practices and coaching tournaments | Start Dt:09/23/2018 | Total Hrs p/m:12 | Sec Trdng Hrs p/m:0

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Peter James Shammas's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Certified Financial Planner

Education

University of Mary Washington

Bachelor of Science (BS) - Economics

2016

Experience

Current

January 2, 2024 - Present

SHAMMAS FINANCIAL PLANNING

RIA
CRD#: 329137
Wilmington, NC
Past

July 13, 2018 - August 10, 2023

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA
CRD#: 288590
BOSTON, MA
Past

March 23, 2018 - July 13, 2018

STRATEGIC ADVISERS LLC

RIA
CRD#: 104555
RESTON, VA
Past

June 16, 2017 - August 9, 2023

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
RESTON, VA

State Registrations and Notice Filings

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

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
North Carolina
(1/2/2024)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 7/18/2017
Uniform Combined 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: 6/16/2017
General Securities Representative Examination

Current Firm

SF
SHAMMAS FINANCIAL PLANNING
SHAMMAS FINANCIAL PLANNING | SHAMMAS FINANCIAL PLANNING LLC

CRD#: 329137 / SEC#:

North Carolina
Registered Investment Advisory firm - (1/2/2024 Approved)
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Contact information

Main Address
Wilmington, NC
Mailing Address
Phone number
(910) 302-6525
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

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

SHAMMAS FINANCIAL PLANNING

Financial ConsultantCRD#: 329137Wilmington, NC

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Contact information

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