Joel E Marius

Current Employers

Employment History

• 09/2016 → 09/2017
  Capital One
  Mckinney, TX
• 03/2017 → 09/2017
  Pfs Investments Inc.
  Dallas, TX
• 09/2017 → 01/2018
  Compass Bank
  Birmingham, AL
• 09/2017 → 01/2018
  Bbva Securites Inc
  Carrollton, TX
• 09/2017 → 01/2018
  Bbva Compass Insurance Agency Inc
  Austin, TX
• 09/2017 → 01/2018
  Bbva Wealth Solutions Inc.
  Carrollton, TX
• 01/2018 → 12/2018
  Ameriprise Financial Services Inc
  Mckinney, TX
• 01/2019 → 09/2019
  Lincoln Financial Securities
  Plano, TX
• 10/2019 → 09/2023
  Lpl Financial, Llc
  Plano, TX
• 09/2023 → Present
  Gte Federal Credit Union
  Tampa, FL
• 09/2023 → 02/2025
  Cetera Investment Advisers Llc
  Tampa, FL
• 09/2023 → 02/2025
  Cetera Investment Services Llc
  Saint Cloud, MN
• 02/2025 → Present
  Osaic Wealth, Inc
  Tampa, FL

Previous Registrations

• 2023-09-06 → 2025-02-19
  Cetera Investment Advisers Llc
  Tampa, FL
• 2019-11-04 → 2023-09-19
  Lpl Financial Llc
  Dallas, TX
  Apollo Beach, FL
  Plano, TX
  Allen, TX
• 2019-02-01 → 2019-11-11
  Osaic Fs, Inc.
  Plano, TX
  Plano, TX
  San Antonio, TX
• 2018-01-31 → 2018-12-21
  Ameriprise Financial Services, Llc
  Ellenton, FL
  Plano, TX
• 2017-09-22 → 2018-01-22
  Pnc Managed Account Solutions, Inc.
  Carrollton, TX
• 2017-04-27 → 2017-09-08
  Pfs Investments Inc.
  Plano, TX
• 2014-12-10 → 2015-06-24
  Waddell & Reed
  Dallas, TX
  Colleyville, TX
• 2014-07-21 → 2014-11-17
  Pfs Investments Inc.
  Plano, TX
• 2012-08-10 → 2013-12-23
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Dallas, TX
  Dallas, TX
  Dallas, TX
  Dallas, TX
  Dallas, TX
  Dallas, TX
  Dallas, TX
• 2012-04-09 → 2012-07-12
  Fifth Third Securities, Inc.
  Largo, FL
• 2011-01-26 → 2012-02-23
  Wells Fargo Clearing Services, Llc
  St. Petersburg, FL

Other Businesses

1.FORTUNIUM, LLC. POSITION: Managing Member or Owner NATURE: Fortunium LLC is a limited liability company INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 02/18/2025 ADDRESS: 411 Apollo Beach Blvd, Ste 100, Apollo Beach FL 33572, United States DESCRIPTION: Fortunium LLC will be my DBA and brand name that i will use to market my services in the areas of Wealth Management, Real Estate, Insurance and Lending.This is mainly for marketing and branding purposes. 2.FORTUNIUM REAL ESTATE POSITION: Real Estate Agent or Sales Associate NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 0 START DATE: 02/24/2025 ADDRESS: 411 Apollo Beach Blvd, Ste 100, Apollo Beach FL 33572, United States DESCRIPTION: Listing or selling homes, representing home buyers. I will mainly do this on weekends and after hours to help my with her real estate business. 3.FORTUNIUM INSURANCE POSITION: Insurance Agent NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 02/18/2025 ADDRESS: 411 Apollo Beach Blvd, Ste 100, Apollo Beach FL 33572, United States DESCRIPTION: Insurance agent duties include sales and service of insurance policies. I will be selling and servicing life, property and casualty, disability, long term care insurance. 4.FORTUNIUM WEALTH MANAGEMENT POSITION: Founder, Investment Executive NATURE: Its is the DBA used to promote my brand in Wealth Management with Osaic Wealth Inc. INVESTMENT RELATED: Yes NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 173 START DATE: 02/19/2025 ADDRESS: 411 Apollo Beach Blvd, Ste 100, Apollo Beach FL 33572, United States DESCRIPTION: All responsibilities and duties of a financial planner

Exams

• S65 Uniform Investment Adviser Law Examination
  2011-01-21
• S63 Uniform Securities Agent State Law Examination
  2011-01-12

Other Names

• Joel Espinal Marius