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Robert Raymond Dufresne is a financial advisor professional located in Haines City, FL. They specialize in financial advisory.
Robert Raymond Dufresne - Planned Financial Security holds an active professional license (FINRA CRD) for your protection.
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Robert Raymond Dufresne offers financial advisory services through Planned Financial Security, based in Haines City, Florida. He holds a FINRA CRD license (number 2876587), which registers him with the Financial Industry Regulatory Authority. This credential indicates he operates within the framework of federal securities regulations and industry oversight. Whether you're planning for retirement, managing investments, or building long-term financial strategies, Dufresne provides guidance aligned with FINRA compliance standards.
Robert Raymond Dufresne holds a FINRA CRD license (number 2876587), which means he is registered with the Financial Industry Regulatory Authority. This registration signals that he operates under federal securities regulations and is subject to FINRA oversight and compliance requirements. A FINRA-registered advisor has met specific registration standards and must follow industry rules governing conduct, disclosure, and client interactions. This registration is a baseline credential for financial professionals offering securities-related advice or services in the United States.