JOE OKABE is an investment adviser representative (IAR) with state registration records since 2002, appearing at 4 firms. Currently registered with STRATEGIC ADVISERS LLC.
| Firm | From | To | Current |
|---|---|---|---|
| STRATEGIC ADVISERS LLC | 2025-03-31 | present | Yes |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | 2018-07-13 | 2025-03-31 | — |
| STRATEGIC ADVISERS LLC | 2013-01-03 | 2018-07-13 | — |
| UBS FINANCIAL SERVICES INC. | 2005-08-12 | 2006-10-31 | — |
| NEW ENGLAND SECURITIES | 2002-07-22 | 2005-08-16 | — |