Unclaimed
Bakha Komak is a financial professional with over 10 years of experience in the industry. Bakha has a Series 7, Series 63 and Series 66 license and is registered with the state of Texas as a Registered Investment Advisor. Bakha is currently employed by Fidelity Personal and Workplace Advisors in Boston, Massachusetts, and is registered to conduct business in 53 states and the District of Columbia. Prior to joining Fidelity, Bakha was employed by Vanguard Marketing Corporation. Bakha specializes in providing financial planning, portfolio management, and educational seminars to individuals, businesses, and high-net-worth clients.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
MA
05/10/2022 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
AZ
10/02/2012 - 10/28/2014
VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)
BOTH
Issued 03/02/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/07/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/01/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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