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Joseph B
CFP®, Series 63
Lexington, MA
OSAIC Institutions, inc.
Joseph Buckley is a financial advisor at OSAIC Institutions, Inc. in Lexington, MA, holding the CFP® designation and Series 63 license with 26 years of industry experience. His prior experience includes roles at Brookline Bank, Infinex Investments, LPL Financial, People's United Advisors, and People's Securities. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments and lending solutions, operating with a hybrid adviser/broker-dealer structure and various co-advisory and wrap program arrangements.
Paul H
Series 63, Series 65
Lexington, MA
OSAIC Institutions, INC.
Paul Hill Jr is a financial advisor with OSAIC Institutions, Inc. He holds Series 63 and Series 65 licenses and has 37 years of industry experience. He has worked at Infinex Investments, Inc. and Brookline Bank since 2009. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments through a hybrid adviser/broker-dealer model.
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