Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Spokas is an Investment Advisor Representative associated with Forum Financial Management, LP. Matthew has been working in the financial services industry since November 2011. Matthew is registered with the state of Illinois. Matthew has passed the Uniform Investment Adviser Law Examination. Matthew is also a Co-Managing Member of Spokas & Associates CPAs LLC, a tax and accounting firm.
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.
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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IL
10/17/2022 - Present
Forum Financial Management, LP (LOMBARD IL)
IA
Issued 10/17/2022
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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