Philip S. Lafresnaye
Professional summary
Philip Serge Lafresnaye is a registered financial professional currently at ALTRUIST FINANCIAL LLC located in Dallas, Texas.
Philip is registered as a RR (Registered Representative) and started their career in finance in 2008. Philip has worked at 2 firms and has passed the Series 63, SIE, Series 34, Series 3, Series 7, Series 30 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Philip Serge Lafresnaye's CRS (Customer Relationship Summary).
Certified licenses
Experience
July 28, 2021 - Present
ALTRUIST FINANCIAL LLC
Office #1: 300 South Pearl Street Suite 250, Dallas, TX 75201February 18, 2008 - July 15, 2021
TRADESTATION SECURITIES, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(7/29/2021)
(4/12/2024)
Exams
FINRA
Current Firm
ALTRUIST FINANCIAL LLC
CRD#: 299274 / SEC#: , 8-70244
Contact information
FINRA licenses (53 States and Territories)
Direct owners and executive officers
Red Flags
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Company Information
ALTRUIST FINANCIAL LLC
CRD#: 299274Dallas, TX 75201TRUST BUT VERIFY
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