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Paul Joseph Komendat

Fidelity Personal AND Workplace Advisors

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About Paul Joseph Komendat

Paul Komendat is a financial advisor affiliated with Fidelity Personal And Workplace Advisors. Paul is a registered representative and has been in the financial services industry since 2000. Paul's expertise includes financial planning, educational seminars, and selection of other advisors.

Firm Information

Paul Komendat is currently registered with Fidelity Personal AND Workplace Advisors. Fidelity Personal and Workplace Advisors is a large financial services firm with a long history in the industry. They provide a variety of investment and financial planning services to individual and institutional clients, including individuals, high-net-worth individuals, corporations, pension plans, charitable organizations, and state or municipal governments. They are known for their comprehensive investment options, low fees, and extensive resources. Fidelity Personal and Workplace Advisors manages over $818 billion in assets for a diverse client base.
Fidelity Personal AND Workplace Advisors

245 SUMMER STREET, V2A

BOSTON, MA 02210

$818.78B

Assets Under Management

13,624

Total Clients

14,642

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Paul Komendat’s Registration & Firm History

IL

01/21/2022 - Present

Fidelity Personal AND Workplace Advisors (TINLEY PARK IL)

IL

08/24/2020 - 10/01/2021

W&S BROKERAGE SERVICES, INC. (ORLAND PARK IL)

IL

01/13/2015 - 05/20/2015

MML INVESTORS SERVICES, LLC (MOKENA IL)

IL

08/04/2014 - 10/01/2014

ONEAMERICA SECURITIES, INC. (TINLEY PARK IL)

IL

09/24/2013 - 06/13/2014

COUNTRY CAPITAL MANAGEMENT COMPANY (TINLEY PARK IL)

IL

04/22/2013 - 05/09/2013

NATIONWIDE SECURITIES, LLC (GLEN ELLYN IL)

IL

05/28/2010 - 04/05/2012

CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)

NY

02/06/2007 - 05/14/2010

NYLIFE SECURITIES LLC (NEW YORK NY)

IL

03/06/2003 - 01/16/2007

FORESTERS EQUITY SERVICES, INC. (SCHAUMBURG IL)

MA

08/26/2002 - 03/03/2003

METLIFE SECURITIES INC. (SPRINGFIELD MA)

NY

08/26/2002 - 03/03/2003

METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)

IL

11/06/2000 - 07/24/2001

MADISON SECURITIES, INC. (CHICAGO IL)

IL

05/16/2000 - 10/25/2000

WILLIAM BLAIR & COMPANY L.L.C. (CHICAGO IL)

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Licenses & Designations

BOTH

Issued 01/07/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/29/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/21/2024

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 05/15/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

New York Stock Exchange

Disclosures

There are no public disclosures for Paul Joseph Komendat.
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