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Frankie C

Series 63, Series 65

Brooklyn, NY

Primerica Advisors

Frankie Correa is a financial advisor with Primerica Advisors in Brooklyn, NY, holding Series 63 and Series 65 designations and over 29 years of industry experience. He has worked at Primerica Advisors since 1996 and previously at Brooklyn Union Gas Co for 35 years. Outside of advising, he is an enrolled tax preparer and serves as a notary public. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable organizations. The firm delivers advisory services through a large network of advisors using model-driven strategies managed by third-party asset managers.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Robert P

Series 63

Brooklyn, NY

Primerica Advisors

Robert Pacheco is a financial advisor with Primerica Advisors in Brooklyn, NY, holding a Series 63 designation and 27 years of industry experience. He has worked at Primerica Financial Services since 1995 and PFS Investments Inc. since 2011. Outside of advisory services, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm employs model-delivery 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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Ruben C

Series 63

Brooklyn, NY

Primerica Advisors

Ruben Caballero is a financial advisor with Primerica Advisors in Brooklyn, NY, holding a Series 63 designation and 24 years of industry experience. He has worked with PFS Investments Inc. since 1999 and Primerica Financial Services since 1994. In addition to his advisory role, he is involved in the sales of investment-related products and receives compensation for referrals of home security and automation products through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure, with trading and custody services facilitated by Pershing and Primerica Brokerage Services.

ESG / Sustainable investing Tax-loss harvesting Income planning
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