Yu Fu

Current Employers

Employment History

• 05/2007 → 06/2017
  Alliance Financial Services, Inc
  Bedford, MA
• 07/2015 → 06/2017
  Commonwealth Financial Network
  Waltham, MA
• 07/2017 → Present
  Cetera Advisors Llc
  Denver, CO
• 07/2017 → Present
  Great Wall Financial Group Inc
  Billerica, MA
• 03/2024 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 06/2026 → Present
  Fu Yu Wealth Management, Inc.
  Billerica, MA

Other Businesses

1. NAME OF OTHER BUSINESS: GREAT WALL FINANCIAL GROUP, INC..; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES AND INSURANCE; START DATE: 7/2017; POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES AND INSURANCE SERVICES; 2. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 09/2022 APX NUMBER OF HOURS PER WEEK: 4; APX NUMBER OF HOURS DURING TRADING HOURS: 4; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, DISABILITY, FIXED ANNUITIES, & LONG-TERM CARE; 3. NAME OF OTHER BUSINESS: FU YU WEALTH MANAGEMENT, Inc. INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FOR TAX PURPOSES ONLY START DATE: 6/9/2026 POSITION/TITLE/RELATIONSHIP: OWNER APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: FOR TAX PURPOSES ONLY

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-11-07
• S63 Uniform Securities Agent State Law Examination
  2015-10-02

Other Names

• Linda Fu