2019 - Present
I’m Zachery Micah Demers
Zach Micah Demers is a professional financial advisor, consultant and broker who understands that there’s more to financial planning than helping you decide how to invest. Because those decisions aren’t just about money, they’re about what that money can do–for you, your family and your community. Expertcurrently works with the COMMONWEALTH FINANCIAL NETWORK. CRD :5828347
Send a MessageAbout Me
Hello,
Over the past years, I have helped financial institutions become one of the largest money managers in the world. I have helped more than one thousand individuals and families achieve their financial goals. I hold a Bachelor of Arts degree in interdisciplinary studies in The College of New Jersey. I want to make managing your finances as easy as possible for you. As your financial associate, I will support your efforts by bringing you a holistic approach to financial management. We will collaborate to understand your financial situation and propose personalized strategies to help you work towards your financial goals
Name: Zachery Micah Demers
Age: 43
Reg CRD: 5373960
Location: 2 Enterprise Dr #408, Shelton, CT 06484, USA
Email: earnwithzach@gmail.com
10
Years Job Experience247
Support130
Projects Completed29
30+ Awards AchievementServices
STOCKS
Stocks are bought and sold predominantly on stock exchanges, though there can be private sales as well, and they are the foundation of nearly every portfolio.
CRYPTOCURRENCY
It’s hard to evaluate the exact number of cryptocurrencies, especially since new ones are probably being created as we speak, but current estimations stand at nearly a thousand.
REAL ESTATE
Buying, Owning and selling a home can sometimes feel like an emotional roller coaster. There are new processes to navigate and seemingly endless roadblocks to overcome..
MUTUAL FUNDS
Pool of Investment Equity, Traded in the financial market on consistent %ROI, on a Brokerage management.
INVESTMENT PLANNING
Starting up an investment plan involves more than just choosing a few stocks to put money in. You need to consider your current financial situation and your goals. .
PORTFOLIO MANAGEMENT
Professional portfolio management on investments equity on consistent returns and avoiding leverage risk.
Experience
2016 - 2018
PENTEGRA INVESTORS, INC. (CRD#:111503)
LITCHFIELD, NH.
2012 - 2014
FIDUCIARY CONSULTING GROUP, LLC (CRD#:147804)
MANCHESTER, NH
2010 - 2011
METLIFE SECURITIES INC. (CRD#:14251)
EXETER, NH
2007 - 2008
JOHN HANCOCK DISTRIBUTORS LLC (CRD#:5249)
BOSTON, MA
Education
May 25, 2018
Series 66 - Uniform Combined State Law Examination
State Securities Law Exam
Aug 14, 2014
Series 63 - Uniform Securities Agent State Law Examination
State Securities Law Exam
Oct 1, 2018
SIE - Securities Industry Essentials Examination
General Industry/Products Exam
2Aug 14, 2013
Series 7 - General Securities Representative Examination
General Industry/Products Exam
Gallery
- All Projects
Testimonials
I have never invested with a financial trader as transparent as Zach Micah Demers. He provides me with more than enough information, and as a high net worth investor, I feel secure in Her choices. He takes Her fiduciary duty seriously, which is something I haven’t seen in the 20 years I’ve invested with different companies or brands. Great!
Kenneth J. Dutton
His portfolio management abilities are outstanding, and He offers excellent guidance on the kinds of investments one can make quickly without suffering a loss and still end up with a sizable profit. He also has extensive understanding of investing in cryptocurrencies.
