Unclaimed
Bahman Barzideh is an investment advisor representative with Apollon Wealth Management, LLC, located in Barrington, Illinois. Bahman has over 20 years of experience in the financial services industry. Bahman holds a Series 6, 7, 24, 63, and 65 securities licenses. Bahman specializes in financial planning, portfolio management, and retirement planning. In addition to working at Apollon Wealth Management, LLC, Bahman also works as a consultant helping people with budgeting.
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.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
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.
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2
IL
06/29/2023 - Present
Apollon Wealth Management, LLC (BARRINGTON IL)
IL
04/29/2011 - 02/16/2018
TRIAD ADVISORS LLC (CRYSTAL LAKE IL)
IL
11/12/2009 - 05/02/2011
RAYMOND JAMES FINANCIAL SERVICES, INC. (CRYASTAL LAKE IL)
CA
12/11/2004 - 10/02/2009
METLIFE INVESTORS DISTRIBUTION COMPANY (IRVINE CA)
CA
01/27/2003 - 12/11/2004
METLIFE INVESTORS DISTRIBUTION COMPANY (NEWPORT BEACH CA)
CA
12/10/2001 - 01/27/2003
PACIFIC SELECT DISTRIBUTORS, INC. (NEWPORT BEACH CA)
IA
Issued 03/12/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/31/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/18/2011
Series 24 - General Securities Principal Examination
BC
Issued 02/16/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/30/2009
Series 7 - General Securities Representative Examination
BC
Issued 12/07/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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