Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Workman is a financial advisor with over 15 years of experience in the industry. Matthew has a strong background in securities and investments, holding licenses to offer investment advice and manage assets. Matthew currently works with Apollon Wealth Management, LLC, providing a range of services including financial planning, portfolio management for individuals and pooled investment vehicles. Matthew has previously worked at other firms including Moloney Securities Co., Inc. and RBC Capital Markets, 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.
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
01/04/2022 - Present
Apollon Wealth Management, LLC (MOUNT PLEASANT SC)
CO
05/20/2016 - 12/14/2021
MOLONEY SECURITIES CO., INC. (Greenwood Village CO)
CO
10/27/2014 - 06/02/2016
RBC CAPITAL MARKETS, LLC (GREENWOOD VILLAGE CO)
CO
05/14/2010 - 11/07/2014
FIRST ALLIED SECURITIES, INC. (DENVER CO)
CO
01/11/2008 - 02/20/2009
MML INVESTORS SERVICES, INC. (DENVER CO)
CO
02/19/2007 - 12/31/2007
SECURITIES SERVICE NETWORK, INC. (DENVER CO)
BC
Issued 05/20/2013
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 04/18/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/13/2013
Series 7 - General Securities Representative Examination
BC
Issued 02/16/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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