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Distance Only Billerica, MA
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COMPENSATION Either
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DESIGNATIONS
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
- CFP
- CFA
- ChFC
- CDFA
- CPA
- CIMA
- PFS
Yu Fu (CRD# 5554032) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Billerica, MA and has over 8 years of experience in the finance industry.
Brian Goguen (CRD# 4797050) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Billerica, MA and has 1 year of experience in the finance industry. Brian Goguen has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Roger Cunhui Yang (CRD# 2694859) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Billerica, MA and has over 26 years of experience in the finance industry. Roger Cunhui Yang has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Thomas Fitzpatrick (CRD# 7073235) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Billerica, MA and has over 4 years of experience in the finance industry.