Unclaimed
Matthew Nadeau is a financial advisor who has been in the industry for over 17 years. Matthew has experience working with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. Currently, Matthew is an investment advisor representative at Apollon Wealth Management, LLC. He is licensed in Illinois and holds both the Series 7 and 66 securities licenses. Matthew is a Chartered Financial Analyst (CFA).
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
SC
06/29/2023 - Present
Apollon Wealth Management, LLC (MOUNT PLEASANT SC)
IL
04/29/2011 - 02/26/2018
TRIAD ADVISORS LLC (CRYSTAL LAKE IL)
IL
06/17/2008 - 05/02/2011
RAYMOND JAMES FINANCIAL SERVICES, INC. (CRYASTAL LAKE IL)
IL
03/11/2008 - 05/05/2008
MORGAN STANLEY & CO. INCORPORATED (RIVERWOODS IL)
UT
04/07/2006 - 12/11/2007
E*TRADE SECURITIES LLC (SANDY UT)
MN
09/12/2005 - 02/15/2006
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
MN
09/12/2005 - 02/15/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 09/26/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/26/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/09/2005
Series 7 - General Securities Representative Examination
Active
Inactive
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