JoelMarius- Financial Advisor Apollo Beach, FL

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About Joel Marius

At its core, Fortunium embodies the essence of wealth, growth, and legacy. Derived from the word "fortune," it symbolizes prosperity, success, wealth, and financial security.

For us, Fortunium represents more than just wealth - it is a philosophy of building strong financial foundations, supporting ongoing success, and preserving legacies for generations to come.

Through comprehensive services in wealth management, financial planning, retirement planning, insurance planning and estate planning, Fortunium serves as a trusted partner, empowering individuals, families and businesses to achieve their financial aspirations and safeguard their future.

Fortunium is where prosperity is not only created but cultivated and protected for a lifetime and beyond.

See Disclosures

General Information

CRD#

4824505

Firm CRD#

4824505

Insurance License#

W041929

Name of Broker/Dealer

Osaic Wealth

Name of Custodial Firm

Fidelity

States Licensed in

FL,TX,LA

Years of Experience in Financial Services

Number of Years with Current Firm

Work Experience

Over 25 years of experience in the financial and insurance industry with experience in: -Financial Planning -Retirement & Income Planning -Investment Portfolio Management -Wealth Management -Divorce Planning -Risk Management -401k Rollover -Annuities -Insurance planning (Life, Disability, Long Term Care) -Estate Planning

Work with the following types of clients

Businesses, Individual Investors, Non-Profit Organizations

Foreign Languages Serviced

English, Spanish

Advisory Services Provided

Financial Advice & Consulting, Investment Advice & Management, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses

Compliance

Registered Representative

Investment Advisor Representative

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

RFC^®

Securities Licenses

Series 7, Series 63, Series 65

Insurance and Annuity Licenses

Life, HMO, Variable Annuity, Long Term Care, Variable Life, Disability, Annuity, Accident, Casualty, Property, Health

Compensation and Fees

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

$250,000

Compensation Methods

Flat Fee, Based on Assets

Disclosures

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1892862/paladinregistry-Fortunium-Wealth-Management-detailed-disclosure.html

Disclaimer

Check the background of your financial professional on FINRA's BrokerCheck. Securities and investment advisory services offered through Osaic Wealth, Inc, Inc., member FINRA/SIPC. Osaic Wealth, Inc is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth, Inc. Osaic Wealth, Inc and its representatives do not offer tax or legal advice. Individuals should consult their tax or legal professional regarding their specific circumstances. This communication is strictly intended for individuals residing in the states of FL, LA, TX. No offers may be made or accepted from any resident outside the specific state(s) referenced.

Paladin Advisors

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Paladin Research Report For:

Joel Marius

Fortunium Wealth Management