Best Investors Account Sign in
Inactive

Robert Raymond Dufresne

Planned Financial Security

Haines City, FL

Claim This Profile
Current Employers
Planned Financial Security

Haines City, FL • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-11-17
  • FL RA
    APPROVED
    Since 2025-11-17

Branch Locations

Haines City, FL • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Planned Financial Security Haines City FL 06/2007 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-04-05
S63 Uniform Securities Agent State Law Examination 1998-12-17
  • S65 Uniform Investment Adviser Law Examination
    1999-04-05
  • S63 Uniform Securities Agent State Law Examination
    1998-12-17
Designations
Other Names
  • Bob Dufresne
  • Robert R Dufresne

View on SEC IAPD

More in Haines City, FL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor