Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sidney? Claim Your ProfileSidney Dufresne is a Registered Representative and Investment Advisor Representative with Regal Investment Advisors LLC in Kentwood, Michigan and River Rouge, Louisiana. Sidney has been in the industry since 1994 and is licensed to offer investment advice in Louisiana. Prior to joining Regal, Sidney was affiliated with Dorsey & Company, Inc. and Signator Investors, Inc..
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.
Third party fees
1
2
LA
02/21/2018 - Present
Regal Investment Advisors LLC (River Rouge LA)
LA
08/15/2017 - 09/05/2017
DORSEY & COMPANY, INC. (NEW ORLEANS LA)
LA
02/08/1995 - 08/18/2017
SIGNATOR INVESTORS, INC. (NEW ORLEANS LA)
MA
02/08/1995 - 05/01/1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
NA
05/06/1994 - 01/26/1995
MARQUIS INVESTMENTS, L.L.C.
BOTH
Issued 08/12/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/02/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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