Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joel? Claim Your ProfileJoel Marius is a financial advisor with over 10 years of experience in the industry. He currently works at Cetera Investment Advisers LLC, a firm with a strong focus on financial planning and portfolio management. Joel is registered to provide advisory services in Florida and Texas. He has a broad range of experience in serving various clients including individuals, businesses, and charitable organizations. He is committed to providing customized investment advice and helping clients achieve their financial goals.
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.
1
2
FL
09/06/2023 - Present
Cetera Investment Advisers LLC (TAMPA FL)
FL
11/04/2019 - 09/19/2023
LPL FINANCIAL LLC (APOLLO BEACH FL)
TX
02/01/2019 - 11/11/2019
LINCOLN FINANCIAL SECURITIES CORPORATION (PLANO TX)
FL
01/31/2018 - 12/21/2018
AMERIPRISE FINANCIAL SERVICES, INC. (Ellenton FL)
TX
09/18/2017 - 01/22/2018
BBVA SECURITIES INC. (CARROLLTON TX)
TX
03/31/2017 - 09/08/2017
PFS INVESTMENTS INC. (DALLAS TX)
TX
12/09/2014 - 06/24/2015
WADDELL & REED (SOUTHLAKE TX)
TX
06/20/2014 - 11/17/2014
PFS INVESTMENTS INC. (FARMERS BRANCH TX)
TX
08/10/2012 - 12/23/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (DALLAS TX)
FL
04/04/2012 - 07/12/2012
FIFTH THIRD SECURITIES, INC. (LARGO FL)
FL
12/13/2010 - 02/23/2012
WELLS FARGO ADVISORS, LLC (ST. PETERSBURG FL)
IA
Issued 01/21/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/12/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/10/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Joel Marius is the right advisor for you? Invested Better is here to help.
