Lunise Dufrene

Licensed Financial Advisor | Empowering Clients | Building Financial Teams

Role: Regional Vice President - Financial Advisor at Primerica
Location: Jacksonville, FL, US
LinkedIn followers: 500 followers

General Business & ManagementView LinkedIn profile

About Lunise Dufrene

Welcome to my LinkedIn profile!With over 13 years of experience in the financial services industry, I have dedicated my career to helping clients navigate the complexities of financial planning and achieve their financial goals. As a licensed financial advisor, I specialize in financial planning, portfolio management, investment advising, retirement planning, life insurance, college funding, legal protection, and more. My comprehensive understanding of these areas allows me to provide tailored financial solutions that align with each client\'s unique needs and objectives.Beyond my technical expertise, I am passionate about empowering clients through education and personalized financial strategies. I believe that financial literacy is the cornerstone of financial independence, and I am committed to guiding clients towards a secure and prosperous future.In addition to serving clients, I am also dedicated to fostering a community of aspiring financial advisors. As a recruiter and team builder, I focus on developing talented individuals who share my vision of financial empowerment and client-centric service. My goal is to create a dynamic team that not only excels in financial services but also thrives in helping others achieve financial success.At our office, we are driven by a commitment to excellence, innovation, and integrity. Whether you are looking for expert financial advice or seeking to join a team that values growth and collaboration, I am here to help. Let\'s connect and explore how we can work together to achieve great things.Our office is at 12627 San Jose Blvd UNIT 701, Jacksonville, FL SERVICES*Investments & Savings (US)California, Florida, Indiana, Missouri, Ohio, Oklahoma, and TexasTerm Life Insurance (US)Florida and TexasThe Primerica Business Opportunity*Not available in all statesMore info:PFS Investments Inc. Registered Representative:Lunise Casimir-Dufrene FINRA\'s BrokerCheckLife Insurance Representative (US)Women in Primerica

Experience

Regional Vice President - Financial Advisor
Primerica
May 2010 — Present

Education

Broward College
Associate of Arts - AA
2014 — 2019

Contact information

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Current company

Razorpay

Software Development · 4K employees · Bangalore, Karnataka, India

Power your finance, grow your business. Razorpay is India’s first full-stack financial solutions company. We are on a mission to enhance the payment experience of over 300 million end consumers. And in doing so, we aim to enable Indian businesses - big and small - accept payments digitally with minimal effort and maximum ease. Razorpay has grown from being a payment gateway provider to a solutions-driven organization boasting of an extensive products suite to accept and disburse payments as well as raise capital and park money. In a nutshell, we fit into every nook and corner where your business touches money. #OutgrowOrdinary We identify ourselves as disruptors in the digital payments space and our vision is to power the financial ecosystem for other disruptors. Like attracts like and Razorpay actively looks to partner with established companies and startups that have either broken the glass ceiling in their industry or are set to. The Razorpay Product Suite today comprises verticals, along with Payment Gateway, like Payment Links, Payment Pages, Subscriptions, Smart Collect, Route, Razorpay Capital, RazorpayX, Payroll and Thirdwatch. Razorpay was started in 2014 by two IIT Roorkee alumni, Harshil Mathur and Shashank Kumar. Just a short few years later, Razorpay has evolved into a 800-odd strong organization with some of the best talents in the country helping some of the best companies manage their money movement seamlessly. Certified cool We are a bunch of spirited, ambitious and fun folks. And no, we’re not saying this ourselves--leading institutions have recognized Razorpay for the high trust and high-performance culture that we maintain. Our strength lies in the people we are and we go to great lengths to nurture a family of coders, designers, sellers, marketers, analysts, writers, runners, photographers, gamers, tinkerers, and above all, people who are dreamers and doers at the same time. Be a part of our exciting journey.

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About Lunise Dufrene

Experience

Regional Vice President - Financial Advisor

Education

Broward College

Find verified contacts for anyone on LinkedIn