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Hugo V

Series 63

Astoria, NY

Primerica Advisors

Hugo Vargas is a Series 63 licensed financial advisor with Primerica Advisors, based in Astoria, NY, and has 10 years of industry experience. He has been with Primerica Advisors since 2016 and has worked with Primerica Financial Services since 2012. In addition to his advisory role, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm emphasizes a tiered wrap-fee structure and curates third-party asset managers while delegating trading responsibilities to BNY Mellon Advisors.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Yonny G

Series 63

Astoria, NY

Primerica Advisors

Yonny Guaneme is a financial advisor with Primerica Advisors, holding a Series 63 designation and 19 years of industry experience. He has worked with PFS Investments, Inc. and Primerica Financial Services since 2006. Outside of advisory services, he is involved in the sales of loan products, home security, and automation services through affiliated companies. Primerica Advisors offers a wrap-fee asset management program primarily serving individual investors, including non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm employs model-based strategies managed by unaffiliated asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Luis V

Series 63

Astoria, NY

Primerica Advisors

Luis Vargas is a financial advisor with Primerica Advisors in Astoria, NY, holding a Series 63 designation and 12 years of industry experience. He has worked with PFS Investments, Inc. since 2014 and Primerica Financial Services since 2012, alongside self-employment activities dating back to 2000. Outside of advisory work, he is involved part-time with an employee retention credit affiliate, ERC Specialists. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which serves individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and offers a tiered wrap-fee structure for its investment solutions.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Alejandra S

Series 63

Astoria, NY

Primerica Advisors

Alejandra Soto is a financial advisor with Primerica Advisors in Flushing, NY, holding a Series 63 designation and 12 years of industry experience. She has been with Primerica Advisors since 2013 and has worked with Primerica Financial Services since 2011. In addition to her advisory role, she is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and selectively managed accounts for individual and high-net-worth clients. The firm employs third-party asset managers and uses a tiered wrap-fee structure, focusing on curated investment models rather than institutional plan management.

ESG / Sustainable investing Tax-loss harvesting Income planning
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