Maureen M. Demers
Professional summary
Maureen Mary Demers, CFP®, who also goes by Maureen Demers, is a registered financial advisor currently at DEMERS FINANCIAL PLANNING located in North Andover, Massachusetts.
Maureen is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Maureen has worked at 1 firm and has passed the Series 63 exam.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Maureen Mary Demers's CRS (Customer Relationship Summary).
Certified licenses
Start date: 1995
Experience
February 27, 2009 - Present
DEMERS FINANCIAL PLANNING
Office #1: 800 Turnpike Street Suite 300, North Andover, MA 01845State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(2/27/2009)
Exams
Current Firm
DEMERS FINANCIAL PLANNING
CRD#: 148752 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 75 |
| AUM (Assets Under Management) | $ 18,286,278 |
Red Flags
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