Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Roger cunhui? Claim Your ProfileRoger Cunhui Yang is a financial advisor with Cetera Investment Advisers LLC. Roger has been in the industry since 1998 and is registered with the state of Massachusetts as an investment advisor representative. Roger also holds Series 6, 7, 24, 63 and 65 licenses. Roger specializes in providing financial planning and investment advice to individuals, businesses, and charitable organizations. Cetera Investment Advisers LLC has approximately $104 billion in regulatory assets under management.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
MA
03/21/2024 - Present
Cetera Investment Advisers LLC (BILLERICA MA)
MA
11/04/2014 - 10/03/2016
INVESTORS CAPITAL CORP. (BILLERICA MA)
MA
10/16/2002 - 12/02/2014
CANTELLA & CO., INC. (BILLERICA MA)
PA
01/27/1998 - 11/06/2002
HORNOR, TOWNSEND & KENT, INC. (HORSHAM PA)
IA
Issued 12/2/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 1/26/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/30/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/24/1999
Series 7 - General Securities Representative Examination
BC
Issued 1/26/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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