Joseph
Bakaysa
The Patriot Financial Group, LLC
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About this Advisor
Joseph Bakaysa is a financial advisor based in Shrewsbury, Massachusetts, working with The Patriot Financial Group, LLC. Joseph has previously held positions at Citizens Bank, Cco Investment Services, Citizens Securities, Inc, Securities America, Inc, Cetera Financial Specialists LLC, and The Patriot Financial Group LLC Dba Provo Wealth Mgmt Group. Joseph has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Massachusetts and Texas. Currently, Joseph is part of The Patriot Financial Group, LLC, which operates out of Shrewsbury, Massachusetts. The firm has 27 offices and 74 employees. The firm manages assets totaling $2.1 billion and serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at The Patriot Financial Group, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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The Patriot Financial Group, LLC Brokerage Details
$2,119,392,526
74
6,607
$320,780
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Joseph Bakaysa Work History
Cetera Financial Specialists LLC
The Patriot Financial Group LLC Dba Provo Wealth Mgmt Group
Securities America, Inc
Citizens Securities, Inc
Citizens Bank
Citizens Bank
Cco Investment Services
Disclosures
Please visit the SEC profile of Joseph Bakaysa to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at The Patriot Financial Group, LLC
Walpole, MA
West Warwick, RI
Walpole, MA
Shrewsbury, MA
Omaha, NE
Walpole, MA
West Warwick, RI
Shrewsbury, MA
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