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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Perry? Claim Your ProfilePerry John Dufresne is a financial advisor at Creative Planning in Overland Park, Kansas. Perry Dufresne has been in the financial services industry since June 2016. Perry Dufresne is registered as an Investment Advisor Representative in Arizona and Texas. Perry Dufresne's previous work experience includes positions at JP Morgan Securities LLC in Scottsdale, Arizona, and Keystone Wealth Partners, LLC in Chandler, Arizona. Perry Dufresne holds the Series 3, Series 6, Series 63, and Series 65 licenses. Perry Dufresne has a designation as a Chartered Financial Consultant.
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.
Guidance on pension options to ensure a secure financial future.
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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2
KS
08/30/2023 - Present
Creative Planning (OVERLAND PARK KS)
AZ
07/11/2016 - 01/18/2017
J.P. MORGAN SECURITIES LLC (SCOTTSDALE AZ)
IA
Issued 03/03/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/28/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/18/2017
SIE - Securities Industry Essentials Examination
BC
Issued 07/11/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 09/08/2014
Series 3 - National Commodity Futures Examination
Active
Inactive
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