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Joseph John Bourque

Worcester Advisors

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About Joseph John Bourque

Joseph John Bourque is an investment advisor representative at Worcester Advisors. Joseph has over 20 years of experience in the financial services industry. Joseph is registered with the state of Florida and Massachusetts. Joseph has a Series 6, Series 7, Series 63 and Series 65 licenses.

Firm Information

Joseph Bourque is currently registered with Worcester Advisors. Worcester Advisors is an investment advisor that provides financial planning and portfolio management services to individuals, corporations, charitable organizations, state and municipal governments, and high-net-worth individuals. They manage approximately $103.4 million in assets for 230 clients.

$103.41M

Assets Under Management

Not reported

Total Clients

3

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Joseph Bourque’s Registration & Firm History

MA

04/16/2013 - Present

Worcester Advisors (WORCESTER MA)

MA

01/01/2008 - 03/05/2009

FIDELITY BROKERAGE SERVICES LLC (MARLBOROUGH MA)

MA

11/11/1999 - 01/01/2008

FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (MARLBOROUGH MA)

CT

02/17/1999 - 09/03/1999

CIGNA FINANCIAL SERVICES, INC. (HARTFORD CT)

NY

04/29/1994 - 05/18/1994

ROYCE INVESTMENT GROUP, INC. (WOODBURY NY)

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Licenses & Designations

IA

Issued 04/08/2013

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/08/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/15/1999

Series 6 - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 04/28/1994

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Joseph John Bourque.
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