Joseph Michael Phillips

Current Employers

Employment History

• 11/2014 → 06/2020
  Santander Bank, Na
  Boston, MA
• 12/2014 → 06/2020
  Santander Securities, Llc
  Dorchester, MA
• 06/2020 → 11/2022
  Lincoln Financial Advisors
  Boston, MA
• 11/2022 → 01/2025
  Lincoln Financial Advisors Corporation
  Boston, MA
• 01/2025 → Present
  Osaic Wealth, Inc.
  Boston, MA

Previous Registrations

• 2020-07-01 → 2025-01-24
  Osaic Fa, Inc.
  Boston, MA
  Boston, MA
  Hartford, CT
  Boston, MA
• 2014-12-15 → 2020-06-29
  Santander Securities Llc
  Boston, MA
  Boston, MA
  Boston, MA
  Boston, MA
  Boston, MA
  Boston, MA
  Worcester, MA
  Boston, MA
  Framingham, MA
  Boston, MA
  Plymouth, MA
  Abington, MA
  Boston, MA
  Boston, MA
• 2014-03-21 → 2014-11-24
  Citizens Securities, Inc.
  Malden, MA
  Malden, MA
  Somerville, MA
  Somerville, MA
  East Boston, MA
  Everett, MA
  Revere, MA

Other Businesses

1)JOSEPH PHILLIPS 175 FEDERAL STREET SUITE 1050 BOSTON MA 02110 CATEGORY: INSURANCE INVESTMENT RELATED: YES TITLE: AGENT DUTIES: OFFER ACCIDENT , HEALTH, DISABILITY INCOME INSURANCE, FIXED ANNUITIES, FIXED INDEX ANNUITIES, AND TRADITIONAL LIFE INSURANCE START DATE: 06/20/2020 HOURS PER MONTH: 5 HOURS PER MONTH DURING TRADING HOURS: 5

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-03-21
• S63 Uniform Securities Agent State Law Examination
  1998-09-23

Other Names

• Joseph Michael Phillips
• Joseph Michael Phillips