Fredrick DufresneCRD Number: 3053698
Current Firm: Sentinel Asset Management, Inc.
Fredrick Dufresne (CRD# 3053698) is an Investment Advisor Representative working at Sentinel Asset Management, Inc. in Montpelier, VT and has over 19 years of experience in the finance industry.
Esi Financial Advisors
Mml Investors Services, LLC
Esi Financial Advisors
|Sentinel Financial Services Company||Montpelier, VT||Jan 2015 - Current||3|
|Equity Services Inc.||Montpelier, VT||May 2013 - Jan 2015||1|
|Lpl||Burlington, VT||Dec 2011 - May 2013||1|
|Vermont Fcu||South Burlington, VT||Jan 2010 - May 2013||3|
|Cuna Mutual Insurance Society||Waverly, IA||Mar 2009 - Jan 2010||< 1|
|Cuna Brokerage Services, Inc.||Waverly, IA||Mar 2009 - Jan 2010||< 1|
|Woodbury Financial Services Inc.||Burlington, VT||Oct 2008 - Mar 2009||< 1|
|Bancnorth Investment Group, Inc.||St. Cloud, MN||Nov 2005 - Aug 2008||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 1998|
|S65||NASAA Investment Advisors Law Examination||Jul 1998|
Total Assets Under Management27,323MILLIONS
Total Number of Accounts27ACCOUNTS
Average Account Value$1,011,962,963
- A percentage of assets under your management
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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