Joseph Bakaysa, financial advisor Framingham MA
90 score

Joseph Bakaysa

CRD Number: 5427559
Current Firm: Citizens Securities, Inc.

Joseph Bakaysa (CRD# 5427559) is an Investment Advisor Representative working at Citizens Securities, Inc. in Framingham, MA and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Citizens Bank Boston, MA Dec 2013 - Current 3
Cco Investment Services Boston, MA Dec 2013 - Current 3
Eric Howland Woburn, MA Dec 2013 - Dec 2013 < 1
Waddell & Reed, Inc. Waltham, MA Mar 2013 - Dec 2013 < 1
Various Insurance Carriers For W&r Insurance Agencies Framingham, MA Mar 2013 - Dec 2013 < 1
Atlantic Goly Supply, Inc. Framingham, MA May 2012 - Dec 2013 1
Roger Cleveland Golf Company Huntington Beach, CA Sep 2012 - Dec 2012 < 1
Self-employed Lunenburg, MA Apr 2012 - Sep 2012 < 1
Peritus Contractors, LLC Westminster, MA Oct 2010 - Apr 2012 1
Mass Mutual Westborough, MA Jan 2010 - Nov 2010 < 1
The Patriot Financial Group Shrewsbury, MA Jan 2008 - Jan 2010 2
Lpl Financial Worcester, MA Feb 2009 - Dec 2009 < 1
Lincoln Financial Securities Corp. Worcester, MA Jul 2008 - Feb 2009 < 1
Jefferson Pilot Securities Corp Shrewsbury, MA Jan 2008 - Jul 2008 < 1
Prudential Insurance Company Of America Marlborough, MA Sep 2007 - Jan 2008 < 1
Pruco Securities Marlborough, MA Sep 2007 - Jan 2008 < 1
Peritus Contractors, LLC Westiminster, MA Sep 2006 - Sep 2007 1
Townsend Ridge Country Club Townsend, MA Jul 2006 - Sep 2006 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2013
S65 NASAA Investment Advisors Law Examination Oct 2013
Contact Info for Joseph E. Bakaysa
Phone Number: 1-800-942-8300
Registered State(s):
  • FL
  • NH
By the Numbers
  • Total Assets Under Management
    27,379
    MILLIONS
  • Total Number of Accounts
    19,253
    ACCOUNTS
  • Average Account Value
    $1,422,068
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AL, AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KY, LA, MD, ME, MI, MN, MO, MS, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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