Joseph Bakaysa (CRD# 5427559) is an Investment Advisor Representative working at The Patriot Financial Group, LLC in Shrewsbury, MA and has over 11 years of experience in the finance industry.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 4030542
Ameriprise Financial Services, LLC
CRD# 6401139
Eagle Strategies LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cetera Financial Specialists LLC | Schaumburg, IL | Dec 2022 - Current | 1 |
| The Patriot Financial Group Llc Dba Provo Wealth Mgmt Group | Shrewsbury, MA | Jul 2018 - Current | 5 |
| Securities America, Inc. | Shrewsbury, MA | Jun 2018 - Dec 2022 | 4 |
| Citizens Securities, Inc. | Framingham, MA | Dec 2017 - Jun 2018 | < 1 |
| Citizens Bank | Framingham, MA | Dec 2017 - Jun 2018 | < 1 |
| Citizens Bank | Boston, MA | Dec 2013 - Dec 2017 | 4 |
| Cco Investment Services | Boston, MA | Dec 2013 - Dec 2017 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Oct 2013 |
| S63 | Uniform Securities State Law Examination | Apr 2013 |
- MA
- TX
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Total Assets Under Management2,119MILLIONS
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Total Number of Accounts6,607ACCOUNTS
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Average Account Value$320,780
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AL, AZ, CA, CO, CT, FL, GA, IA, LA, MA, MD, ME, MI, NC, NE, NH, NJ, NM, NV, NY, OH, OR, PA, RI, SC, TN, TX, VA, VT, WA, WI
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