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Cole P

Series 65, Series 63

Columbia, IL

Primerica Advisors

Cole Proffer is a financial advisor with Primerica Advisors in Columbia, IL, holding Series 65 and Series 63 licenses and bringing 16 years of industry experience. He has worked at PFS Investments Inc. since 2009 and Primerica Financial Services since 2008. In addition to his advisory role, he is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors serves primarily individual investors alongside corporate and charitable clients through a wrap-fee asset management program that uses model-driven strategies and discretionary separately managed accounts. The firm operates at scale with thousands of advisors and offices, offering a range of investment models including those that invest in cryptocurrency ETFs.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Julianne N

Series 65, Series 63

Columbia, IL

Primerica Advisors

Julianne Nelson is a financial advisor with Primerica Advisors in Columbia, IL, holding Series 65 and Series 63 designations and two years of industry experience. She previously worked at Primerica Financial Services and PFS Investments Inc. In addition to her advisory role, she 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-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm utilizes model-driven investment strategies managed by third-party 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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