Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lunise? Claim Your ProfileLunise Casimir-dufrene is a registered representative with PFS Investments Inc. Lunise is a licensed investment advisor in the state of Florida and holds Series 6, 63, 65 and 26 licenses. Lunise has been in the financial services industry since January 1st, 2014. Lunise has been employed by PFS Investments Inc. since May 2014. Lunise has worked in both Jacksonville and Fort Lauderdale Florida offices of PFS Investments Inc. Lunise works with clients from all over the country. Lunise provides investment advice to individuals, corporations and charitable organizations. Lunise's clients include both high net worth individuals and individuals other than high net worth. Lunise may also receive non-investment related compensation from Primerica Mortgage, LLC for the sale of loan products and/or Primerica Client Services, Inc. (a co-located affiliate of PFS Investments Inc.) for part-time referrals of home security and automation products, as well as other home related services. Lunise is a member of Nisee & Nisee, LLC, which is a non-investment related business. Lunise is a licensed representative of PFS Investments Inc. and offers investment advice in the state of Florida.
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.
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.
A percentage of the total value of assets under management is charged.
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2
FL
03/23/2022 - Present
PFS Investments Inc. (JACKSONVILLE FL)
FL
05/02/2014 - 12/31/2018
PFS INVESTMENTS INC. (FORT LAUDERDALE FL)
FL
07/20/2012 - 12/31/2012
PFS INVESTMENTS INC. (FORT LAUDERDALE FL)
IA
Issued 02/15/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/11/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/28/2012
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/19/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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