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Ernest J

Series 63, Series 65

Fort Pierce, FL

Primerica Advisors

Ernest Joseph is a financial advisor with Primerica Advisors in Port Saint Lucie, FL, holding Series 63 and Series 65 credentials and 12 years of industry experience. He has been with Primerica Advisors since 2014 and has worked with Primerica Financial Services since 2009. Outside of his advisory role, he is involved in entrepreneurial ventures including serving as president of Hi Innovation Inc. and owning Millennials Mentorship Champion LLC, both based in Florida. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which offers model-delivery strategies and a limited number of discretionary separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Silvana C

Series 63, Series 65

Fort Pierce, FL

Primerica Advisors

Silvana Cuadrado is a financial advisor with Primerica Advisors in Fort Pierce, FL, holding Series 63 and Series 65 licenses and with 15 years of industry experience. She has been associated with PFS Investments, Inc. and Primerica Financial Services since 2010. Outside of financial advising, Cuadrado is a software developer and serves as president of Bible IQube, a visual Bible project. Primerica Advisors manages a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm delivers advisory services through a large network of advisors using model-based investment strategies developed by third-party asset managers.

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

Series 63, Series 65

Fort Pierce, FL

Primerica Advisors

Rodriquez Gaskin is a financial advisor with Primerica Advisors in Port St. Lucie, FL, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. He has been with Primerica Advisors since 2000 and Primerica Financial Services since 1999. Outside of his advisory role, he serves as president of Team Redeemed, Inc., an entity formed for Primerica business purposes. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm utilizes third-party asset managers and a tiered wrap-fee structure while maintaining oversight of portfolio models and manager selection.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Claudia J

Series 63, Series 65

Fort Pierce, FL

Primerica Advisors

Claudia Jean is a financial advisor with Primerica Advisors in Fort Pierce, FL, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. Prior to her current role, she worked at Rivers Edge Elementary School for four years. Outside of her advisory work, she manages Jean Legacy LLC, a non-investment related business. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and a limited number of separately managed account options. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

ESG / Sustainable investing Tax-loss harvesting Income planning
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