Joel E Marius
Advisor at OSAIC — Apollo Beach, FL Apollo Beach Blvd
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 63, Series 65
Experience Industry experience
13 years
Location
Apollo Beach, FL 33572
OSAIC
Institution
Joel Marius is a financial advisor with OSAIC Wealth, Inc. holding Series 63 and Series 65 licenses and has 13 years of industry experience. His prior roles include positions at LPL Financial, Cetera, and Ameriprise Financial Services. Outside of advisory work, he is involved in real estate sales, mortgage lending, and insurance through his sole proprietorships, as well as managing Fortunium LLC, a brand focused on wealth management, real estate, insurance, and lending. OSAIC Wealth, Inc. serves a diverse client base including individual, high-net-worth, institutional, and charitable investors through a large network of advisors and multiple advisory platforms. The firm integrates brokerage and advisory services with technology-driven portfolio construction and offers access to third-party managers, supporting both discretionary and non-discretionary account management.
Based on OSAIC
Based on OSAIC
Fixed or flat fees for financial planning and consulting services generally range up to $25,000, fixed fees for Non-Discretionary Investment Advisory Services range from $500 - $15,000.
Advisory Representatives also receive commissions for brokerage and insurance products sold through Osaic Wealth as a broker-dealer.
Hourly fees generally range from $0 - $750 per hour for financial planning and consulting, and $50 - $750 per hour for Non-Discretionary Investment Advisory Services.
Account minimum: $5,500 Fee-only: Hourly fees for financial planning or consulting services generally range from $0 - $750 per hour, not exceeding $25,000 total fees. Fixed or flat fees for financial planning and consulting generally range up to $25,000, and fixed fees for Non-Discretionary Investment Advisory Services range from $500 - $15,000, hourly fees $50 - $750 per hour.
Apollo Beach, FL Apollo Beach Blvd
411 Apollo Beach Blvd, Ste 100
Apollo Beach FL 33572
Advisors at this office
1
Florida · Texas
13 years of industry experience
OSAIC Wealth, Inc
2025 - Present • 1 year
Tampa, FL
Gte Federal Credit Union
2023 - Present • 3 years
Tampa, FL
Cetera
2023 - 2025 • 2 years
Tampa, FL
Cetera Investment Services Llc
2023 - 2025 • 2 years
Saint Cloud, MN
LPL Financial, LLC
2019 - 2023 • 4 years
Plano, TX
Lincoln Financial Securities
2019 - 2019 • 1 year
Plano, TX
Ameriprise Financial Services Inc
2018 - 2018 • 1 year
McKinney, TX
Compass Bank
2017 - 2018 • 1 year
Birmingham, AL
BBVA Securites Inc
2017 - 2018 • 1 year
Carrollton, TX
BBVA Compass Insurance Agency Inc
2017 - 2018 • 1 year
Austin, TX
BBVA Wealth Solutions Inc.
2017 - 2018 • 1 year
Carrollton, TX
Primerica Advisors
2017 - 2017 • 1 year
Dallas, TX
Capital One
2016 - 2017 • 1 year
McKinney, TX
Waddell & Reed
2014 - 2015 • 1 year
TX
Primerica Advisors
2014 - 2014 • 1 year
Plano, TX
Merrill
2012 - 2013 • 1 year
Dallas, TX
FIFTH THIRD SECURITIES, Inc.
2012 - 2012 • 1 year
Largo, FL
Wells Fargo Clearing
2011 - 2012 • 1 year
St. Petersburg, FL
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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