Joseph BakaysaCRD 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.
|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|
Total Assets Under Management27,379MILLIONS
Total Number of Accounts19,253ACCOUNTS
Average Account Value$1,422,068
- A percentage of assets under your management
- Selection of other advisers (including private fund managers)
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
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.