Unclaimed
Zachery Micah Demers is an investment advisor representative at Pentegra Investors, Inc., where he is registered as a Registered Representative, in Connecticut. Zachery has been in the securities industry since June 9, 2009. Prior to joining Pentegra Investors, Zachery worked at Argentus Securities, LLC in Dallas, Texas, Metlife Securities Inc. in Exeter, New Hampshire and John Hancock Distributors LLC in Boston, Massachusetts. Zachery's professional licenses and registrations include Series 6, Series 63, Series 65, and the Securities Industry Essentials (SIE) Examination. Zachery specializes in retirement planning, insurance, mutual funds, variable annuities, and fixed annuities.
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.
Guidance on pension options to ensure a secure financial future.
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.
Comprehensive advice to third party internal investment committees
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
NH
05/31/2019 - Present
Pentegra Investors, Inc. (LITCHFIELD NH)
TX
07/09/2013 - 04/25/2014
ARGENTUS SECURITIES, LLC (DALLAS TX)
NH
07/21/2008 - 07/08/2011
METLIFE SECURITIES INC. (EXETER NH)
MA
09/20/2007 - 07/18/2008
JOHN HANCOCK DISTRIBUTORS LLC (BOSTON MA)
IA
Issued 11/18/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/22/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/19/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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