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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Emile? Claim Your ProfileEmile Paul Dufrene is a financial advisor with over 20 years of experience in the industry. Emile has a diverse background, having worked with various firms, including Nationwide Securities, LLC, Signator Investors, Inc., and Veritrust Financial, LLC. Currently, Emile works with Simplicity Wealth, a firm with a focus on providing financial planning, portfolio management, and educational seminars.
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.
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.
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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NJ
02/13/2025 - Present
Simplicity Wealth (SUMMIT NJ)
TX
11/06/2014 - 09/20/2017
NATIONWIDE SECURITIES, LLC (The Woodlands TX)
LA
03/25/2004 - 08/11/2010
SIGNATOR INVESTORS, INC. (NEW ORLEANS LA)
TX
04/22/2002 - 12/31/2003
VERITRUST FINANCIAL, LLC (AUSTIN TX)
CA
04/12/1996 - 04/22/2002
ARAGON FINANCIAL SERVICES, INC. (IRVINE CA)
CA
02/13/1996 - 04/22/1996
JACKSON NATIONAL FINANCIAL SERVICES, INC. (LOS ANGELES CA)
CA
08/15/1991 - 12/22/1995
TITAN/VALUE EQUITIES GROUP, INC. (IRVINE CA)
NJ
09/07/1989 - 08/12/1991
FIRST INVESTORS CORPORATION (EDISON NJ)
BC
Issued 11/06/2014
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 06/01/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/29/2002
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 09/20/2017
SIE - Securities Industry Essentials Examination
BC
Issued 11/06/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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