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Sam B
ChFC®, Series 63
New York, NY
Guardian Life
Sam Beller is a financial advisor with Primerica Advisors in New York, NY, holding the ChFC® designation and Series 63 license. He has 57 years of industry experience, including roles at Guardian Life Insurance and Park Avenue Securities since 2000. Outside of advisory work, he serves as Temporary Chairman of the Audit & Finance Committee on the Board of Directors for the Brooklyn College Foundation and provides small business and individual consulting on business growth and related topics. Primerica Advisors serves a broad retail client base with brokerage and advisory services, including financial planning and retirement-plan consulting. The firm utilizes a mix of proprietary and third-party investment strategies, offering a range of account-level services and managing approximately $15 billion in regulatory assets under management.
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