DIRECTORY OF REGISTERED ADVISORS
National Coverage
Local Professionals
Joel Marius
Fortunium Wealth Management
411 Apollo Beach Blvd
Ste 100
Apollo Beach, FL 33572
813-302-1361
Building Foundations, Supporting Success & Preserving Legacies
About Fortunium Wealth Management
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
Firm Start Year
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
25
Number of Years with Current Firm
1
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
Services
Investment Types
Annuities, Stocks, Bonds, Options & Futures, Mutual Funds, Insurance, Alternative Investments, Exchange Traded Funds (ETFs), Mortgages & Real Estate, Commodities, Socially Responsible Investments (SRI)
Can meet clients in the following ways
Phone, Our Office, Your Home, Your Office, Our Offices, Video Conference
Compliance
Registered Representative
Yes
Investment Advisor Representative
Yes
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
FinancialAdvisor.net provides referrals to financial professionals. FinancialAdvisor.net is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for FinancialAdvisor.net to make these referrals, resulting in a conflict of interest.
Additional Detailed Disclosures
https://www.financialadvisor.net/disclosure/1892862/financialadvisor-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.