Broker Check
Bob Joseph

Bob Joseph

Financial Advisor

Bob grew up in Boston, MA.  While attending Bentley College he was employed at a local brokerage firm and began to learn the many facets of the securities business, including operations and back-office management.  Bob went on to manage four Boston area securities firms.  In 1972, he became a member of the Boston Stock exchange where he assisted in specialist operations.  It was at the BSE where Bob made the decision due to his background in operations and trading, to transition to retail sales helping individual clients with their investment and financial goals.  Bob has worked for many firms over the years and continues to use his extensive experience in helping clients navigate the investment landscape.

Bob holds FINRA Series 00, 1, 4, and 63 licenses.