Paul KomendatCRD Number: 2538248
Current Firm: Fidelity Personal And Workplace Advisors
Paul Komendat (CRD# 2538248) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Tinley Park, IL and has over 21 years of experience in the finance industry.
Upper Left Wealth Management, LLC
Sequoia Wealth Management, LLC
Securities America Advisors, Inc.
|Fidelity Brokerage Services||Tinley Park, IL||Sep 2021 - Current||< 1|
|W&s Brokerage Services, Inc.||Orland Park, IL||Aug 2020 - Sep 2021||1|
|W&s Life||Orland Park, IL||Jul 2020 - Sep 2021||1|
|Self Employed||Tinely Park, IL||Jun 2014 - Jul 2020||6|
|Mml Investors Services||Mokena, IL||Jan 2015 - May 2015||< 1|
|Mass Mutual Life Insurance Company||Mokena, IL||Nov 2014 - May 2015||< 1|
|Oneamerica Securities||Tinley Park, IL||Aug 2014 - Sep 2014||< 1|
|Country Financial||Tinley Park, IL||Sep 2013 - Jun 2014||< 1|
|Self Employed Insurance Agent||Tinley Park, IL||Apr 2012 - Sep 2013||1|
|Nationwide Securities||Glen Ellyn, IL||Apr 2013 - May 2013||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 2000|
|S66||NASAA Uniform Combined State Law Examination||Jan 2022|
Total Assets Under Management726,706MILLIONS
Total Number of Accounts1,509,611ACCOUNTS
Average Account Value$481,387
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, 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, VT, WA, WI, WV, WY
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