Best Investors Account Sign in

Joseph Michael Buckley

Osaic Institutions, Inc.

Lexington, MA

Claim This Profile
Current Employers
Osaic Institutions, Inc.

538 Preston Avenue, Meriden, CT 06450-4858 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2023-08-01
  • MA RA
    APPROVED
    Since 2023-08-01

Branch Locations

1793 Massachusetts Avenue, Lexington, MA 02420 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
People'S Securities, Inc. Wellesley MA 06/2003 08/2022
People'S United Advisors Wellesley MA 05/2018 08/2022
Lpl Financial Llc Wellesley MA 08/2022 07/2023
Lpl Financial Llc Wellesley MA 08/2022 07/2023
Infinex Investments, Inc. Meriden CT 07/2023 Present
Brookline Bank Natick MA 07/2023 Present
  • 06/2003 → 08/2022
    People'S Securities, Inc.
    Wellesley, MA
  • 05/2018 → 08/2022
    People'S United Advisors
    Wellesley, MA
  • 08/2022 → 07/2023
    Lpl Financial Llc
    Wellesley, MA
  • 08/2022 → 07/2023
    Lpl Financial Llc
    Wellesley, MA
  • 07/2023 → Present
    Infinex Investments, Inc.
    Meriden, CT
  • 07/2023 → Present
    Brookline Bank
    Natick, MA
Previous Registrations
  • 2022-08-17 → 2023-08-16
    Lpl Financial Llc
    Worcester, MA
    Wellesley, MA
    Bridgeport, CT
    Waltham, MA
    Lexington, MA
    Radnor, PA
    Andover, MA
    Newtonville, MA
    Waltham, MA
    Needham, MA
    North Andover, MA
    Cambridge, MA
    Lowell, MA
    Worchester, MA
    Belmont, MA
    Watertown, MA
    Belmont, MA
    Methuen, MA
    Shrewsbury, MA
    Methuen, MA
  • 2018-06-01 → 2022-08-17
    People'S United Advisors, Inc.
    Wellesley, MA
  • 2006-05-19 → 2020-03-31
    People'S Securities, Inc.
    Boston, MA
    Boston, MA
    Westborough, MA
    Marlborough, MA
    Wellesley, MA
    Boston, MA
    Lexington, MA
    Needham, MA
    North Andover, MA
    Methuen, MA
    Lowell, MA
    Andover, MA
    West Hartford, CT
    Bridgeport, CT
    Chelsea, MA
    Wilmington, MA
    Reading, MA
    Bridgeport, CT
    Worcester, MA
    Boston, MA
    Boston, MA
    Leominster, MA
    Shrewsbury, MA
    Worcester, MA
    Worcester, MA
    Worcester, MA
    Worcester, MA
    Bridgeport, CT
    Fairfield, CT
    Woburn, MA
    Marlborough, MA
    Middleton, MA
    Methuen, MA
    Waltham, MA
    Malden, MA
    Shrewsbury, MA
    Bridgeport, CT
    Bridgeport, CT
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1999-08-27
  • S63 Uniform Securities Agent State Law Examination
    1999-08-27
Designations

View on SEC IAPD

Other Firms

LPL FINANCIAL LLC
OUELLETTE WEALTH ADVISORY LLC
HIGHTOWER ADVISORS, LLC
STREET SMART FINANCIAL, LLC
COMMONWEALTH FINANCIAL NETWORK
HARDER MANAGEMENT COMPANY, INC.
SANTANDER SECURITIES LLC
FREYA FINANCIAL SERVICES

Other Investors

JENNIFER MARY MCCARTHY
PATRICK JEREMIAH CARPENTER
JOHN WILLIAM BULLOCK
Katrina Mann Graves
Nicholas Joseph Avola
THOMAS JOSEPH OUELLETTE
Paul Matthew Garozzo
SPENCER NORMAN BETTS

Other Offices

LPL FINANCIAL LLC · LEXINGTON, MA
OUELLETTE WEALTH ADVISORY LLC · LEXINGTON, MA
HIGHTOWER ADVISORS, LLC · Lexington, MA
HIGHTOWER ADVISORS, LLC · Lexington, MA
STREET SMART FINANCIAL, LLC · LEXINGTON, MA
LPL FINANCIAL LLC · LEXINGTON, MA
LPL FINANCIAL LLC · LEXINGTON, MA
COMMONWEALTH FINANCIAL NETWORK · LEXINGTON, MA

More in Lexington, MA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor