Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Demetra? Claim Your ProfileDemetra Moore is an investment professional with over 24 years of experience in the financial services industry. Demetra has a strong background in both securities and investment advisory services. Demetra is registered with LPL Financial LLC as a Registered Representative. Demetra holds the Series 7, Series 63, and Series 65 licenses and the SIE designation. Demetra is dedicated to helping clients achieve their financial goals. Demetra provides a variety of financial planning and advisory services to both individual and institutional clients.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
MA
06/21/2024 - Present
LPL Financial LLC (SHREWSBURY MA)
MA
09/16/2013 - 06/10/2024
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WORCESTER MA)
MA
10/09/2007 - 07/19/2010
MMC SECURITIES CORP. (NORWOOD MA)
MA
04/05/2006 - 09/24/2007
FIDELITY BROKERAGE SERVICES LLC (MARLBOROUGH MA)
MA
08/31/1998 - 01/03/2006
PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP (BOSTON MA)
MN
09/07/1995 - 11/11/1997
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
09/07/1995 - 11/11/1997
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 09/18/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/13/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/16/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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