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Aymen Kaboub

Apollon Wealth Management, LLC

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About Aymen Kaboub

Aymen Kaboub is a financial advisor registered with Apollon Wealth Management, LLC. Aymen has been a financial advisor since 2013 and has worked with several firms before joining Apollon. Aymen is licensed in Illinois and Indiana and has a Series 66, 63 and 7 license. Aymen has experience in financial planning, portfolio management, and pension consulting. Aymen is also a board member of Newfields and the Carmel Symphony Orchestra.

Firm Information

Aymen Kaboub is currently registered with Apollon Wealth Management, LLC. Apollon Wealth Management, LLC is an investment advisor based in MOUNT PLEASANT, SC. The firm manages over $5.5 billion in assets for a variety of clients, including high-net-worth individuals, corporations, pension plans, pooled investment vehicles, and charitable organizations. They offer a range of services, including financial planning, portfolio management, and selection of other advisors. The firm has over 100 investment advisor representatives and 40 licensed agents.
Apollon Wealth Management, LLC

111 COLEMAN BLVD

MOUNT PLEASANT, SC 29464

$5.52B

Assets Under Management

164

Total Clients

91

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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 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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Aymen Kaboub’s Registration & Firm History

SC

09/29/2023 - Present

Apollon Wealth Management, LLC (MOUNT PLEASANT SC)

IN

10/11/2016 - 09/28/2017

BMO HARRIS FINANCIAL ADVISORS, INC. (INDIANAPOLIS IN)

IN

07/22/2016 - 10/07/2016

CETERA INVESTMENT SERVICES LLC (INDIANAPOLIS IN)

IL

06/12/2013 - 06/20/2016

CHARLES SCHWAB & CO., INC. (PARK RIDGE IL)

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Licenses & Designations

BOTH

Issued 05/19/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/16/2013

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/15/2023

SIE - Securities Industry Essentials Examination

BC

Issued 06/11/2013

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Aymen Kaboub.
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