Marcus Newelias

Registered Representative at Hoopis Group
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Contact Information
us****@****om
(386) 825-5501
Location
Greater Chicago Area
Languages
  • English -
  • Spanish -

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Bio

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5.0

/5.0
/ Based on 2 ratings
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Bryan DeCapite CLF®

I would value the knowledge and education of Marcus Very impressed with this young man

David Townsend, CFA

While so many simply follow the crowd. I know Marcus is confident enough to offer unbiased, objective and well thought out advice. Even if it’s unpopular. Marcus’s interest in philosophy helps him see big picture. It shows in his approach to modern portfolio allocation and risk management.

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Experience

    • United States
    • Financial Services
    • 1 - 100 Employee
    • Registered Representative
      • Feb 2017 - Present

    • Financial Services Professional
      • Jul 2016 - Present

      I help my clients in several different ways: Risk management, wealth accumulation, and wealth distribution to achieve financial security.

    • United States
    • Insurance
    • 700 & Above Employee
    • Financial Representative
      • Sep 2015 - May 2016

      I sit down and advise prospective and current clients regarding their financial security. I help them take care of the "here and nows" to properly achieve a financial future as well as a piece of mind. I sit down and advise prospective and current clients regarding their financial security. I help them take care of the "here and nows" to properly achieve a financial future as well as a piece of mind.

    • Advertising Services
    • 700 & Above Employee
    • Event Specialist
      • Aug 2011 - Jul 2015

      Prepare demonstrations on various products including but not limited to: food, clothing and health. Create sale pitches to be presented with demonstrations Travel to stores such as: Sam’s Club, Wal-Mart, and Jewels in the Joliet, Romeoville, Plainfield and Shorewood area to perform demonstrations Prepare demonstrations on various products including but not limited to: food, clothing and health. Create sale pitches to be presented with demonstrations Travel to stores such as: Sam’s Club, Wal-Mart, and Jewels in the Joliet, Romeoville, Plainfield and Shorewood area to perform demonstrations

    • Runner
      • Jul 2013 - Mar 2015

      Runner Deliver and file court documents at various locations Conduct miscellaneous administrative work Responsible for the maintenance of office areas Runner Deliver and file court documents at various locations Conduct miscellaneous administrative work Responsible for the maintenance of office areas

    • Intern
      • Aug 2011 - Dec 2011

Education

  • Lewis University
    Bachelor in Arts, Philosophy of Law
    2012 - 2015
  • Joliet Junior College
    Associate in Arts Degree, Criminal Justice
    2010 - 2012
  • Joliet Township Central
    High School, Human Services, General, Law
    2005 - 2009

Community

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