Unclaimed
Martin Francois Perdoux is a financial advisor with Savant Wealth Management in Wilmette, Illinois. Martin has been in the financial services industry since 2013. Martin has passed the Series 7, Series 66 and SIE exams. Martin is a Certified Financial Planner and specializes in providing financial planning, portfolio management and investment advice. Martin has previously worked with Edward Jones, Wells Fargo Advisors, LLC, and Wells Fargo Clearing Services, LLC.
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.
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.
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2
IL
02/14/2019 - Present
Savant Wealth Management (Wilmette IL)
IL
12/07/2015 - 02/05/2019
WELLS FARGO CLEARING SERVICES, LLC (EVANSTON IL)
IL
06/24/2013 - 12/08/2015
EDWARD JONES (CHICAGO IL)
BOTH
Issued 08/12/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/24/2013
Series 7 - General Securities Representative Examination
Active
Inactive
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