Roy Yehuda (CRD# 7186961) is an Investment Advisor Representative working at Citizens Securities, Inc. in Hudson, MA and has over 3 years of experience in the finance industry. Roy Yehuda 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.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 1388001
Tcg Wealth Management
CRD# 2931470
Scs Capital Management LLC
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
Like the CFP, ChFCs take extensive coursework on a wide variety of financial planning topics. ChFCs actually take more coursework than CFPs, but are not required to prove their knowledge through a board examination.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Citizens Securities, Inc. | Newton, MA | Nov 2022 - Current | 1 |
| Guardian Life Insurance Company | Needham, MA | Nov 2019 - Nov 2022 | 3 |
| Park Avenue Securities | Needham, MA | Nov 2019 - Nov 2022 | 3 |
| Bulfinch Group | Needham, MA | Nov 2019 - Oct 2022 | 2 |
| Unemployed | N/a, MA | Jul 2019 - Oct 2019 | < 1 |
| Emc (dell Emc) | Hopkinton, MA | Jun 1999 - Jun 2019 | 20 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 2020 |
- CA
- FL
- ME
- OH
- RI
- VA
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Total Assets Under Management7,314MILLIONS
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Total Number of Accounts47,222ACCOUNTS
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Average Account Value$154,888
- A percentage of assets under your management
- Financial planning services
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