Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joel? Claim Your ProfileJoel E Marius is a financial advisor with Cetera Investment Advisers LLC. Joel has over 10 years of experience in the financial services industry. Joel specializes in providing financial planning, pension consulting, and portfolio management services for individuals and businesses. Joel holds the Series 63, Series 65, and Series 7 licenses.
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.
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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 1/21/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 1/12/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/10/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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