Registered Representative of Osaic Institutions, Inc.

Phone: 508.884.5786

A registered representative of Osaic Institutions, Inc., Joseph joined Bluestone Bank in 2012. He has decades of investment experience, most recently as an Infinex Investments Executive for a bank in Somerville. His primary role is to help clients implement an effective financial strategy designed to meet their investment goals.

Joseph works out of our Taunton branch at 2109 Bay Street, Taunton. He holds Series 6, 7, 24 and 66 registrations. He graduated with a BA from the State University of New York at Buffalo.

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Investments and Insurance Products are offered through OSAIC INSTITUTIONS, INC. Member FINRA/SIPC. Bluestone Wealth & Trust is a tradename of Bluestone Bank. Osaic and the bank are not affiliated. Account Executives are representatives of Osaic.

Investment and Insurance Products:

  • Are NOT FDIC Insured
  • Are NOT Insured by Any Government Agency
  • Are NOT Bank Deposits
  • Are NOT Guaranteed by the Bank
  • May Lose Value
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