Joseph E Shea

Current Employers

Employment History

• 12/2013 → 09/2016
  Cuna Mutual Group
  Waverley, IA
• 12/2013 → 09/2016
  Cuna Brokerage Services, Inc.
  Waverly, IA
• 09/2016 → 09/2017
  Santander Bank, Na
  Westport, MA
• 09/2016 → 09/2017
  Santander Securities
  San Juan, PR
• 09/2017 → 05/2022
  Cuna Brokerage Services, Inc.
  Waverly, IA
• 09/2017 → 05/2022
  Cuna Mutual Group
  Waverly, IA
• 05/2022 → 01/2023
  Lpl Financial Llc
  Bridgewater, MA
• 01/2023 → 11/2025
  Osaic Institutions, Inc.
  Meriden, CT
• 01/2023 → 10/2024
  Bankfive
  Fall River, MA
• 12/2025 → Present
  Metro Credit Union
  Lynn, MA
• 12/2025 → Present
  Lpl Financial Llc
  Lynn, MA

Previous Registrations

• 2024-11-04 → 2025-11-13
  Osaic Institutions, Inc.
  Meriden, CT
  Bridgewater, MA
  Bridgewater, MA
• 2023-02-07 → 2024-10-10
  Osaic Institutions, Inc.
  Fall River, MA
  Fall River, MA
  Meriden, CT
• 2022-05-18 → 2023-02-17
  Lpl Financial Llc
  Bridgewater, MA
• 2017-09-20 → 2022-05-18
  Cuna Brokerage Services, Inc.
  Bridgewater, MA
  Waverly, IA
• 2016-10-04 → 2017-09-12
  Santander Securities Llc
  Framingham, MA
  Westport, MA
  North Dartmouth, MA
  New Bedford, MA
  New Bedford, MA
• 2013-12-16 → 2016-09-28
  Cuna Brokerage Services, Inc.
  Brockton, MA
  Middleborough, MA
  Bridgewater, MA
  Raynham, MA
  Bridgewater, MA
  Brockton, MA
  West Roxbury, MA
  Dorchester, MA
• 2009-06-01 → 2013-12-10
  Morgan Stanley
  Providence, RI
  Newport, RI
• 2008-08-07 → 2009-06-01
  Morgan Stanley & Co. Llc
  Providence, RI
• 2006-06-05 → 2008-08-01
  Citizens Securities, Inc.
  North Attleboro, MA
  Fairhaven, MA
  Bridgewater, MA
  Norwood, MA
  Stoughton, MA
  Stoughton, MA
  So. Dartmouth, MA
  Randolph, MA
  Stoughton, MA
  North Easton, MA
  New Bedford, MA
  Seekonk, MA
  Dartmouth, MA
  Fall River, MA
  Fairhaven, MA
  New Bedford, MA
  Fall River, MA
  Somerset, MA
• 2004-08-04 → 2004-11-19
  Cetera Advisors Llc
  Westborough, MA
• 2002-06-17 → 2002-10-22
  Fdx Advisors, Inc.
  Sacramento, CA

Other Businesses

1- 11/2025 / Notary / Investment Related / start 02/14/2024 2- 11/2025 / Investment products and services are offered through LPL Financial LLC using the DBA Metro Investment Services / Investment Related / 160 hrs mnth / 160 hrs during trading / start 12/01/2025

Exams

• S66 Uniform Combined State Law Examination
  2000-03-03

Other Names

• Joseph Edward Shea
• Joseph Edward Shea
• Joseph Edward Shea
• Joseph E Shea