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Jenny E
Series 63
Freeport, NY
Primerica Advisors
Jenny Escobar is a financial advisor with Primerica Advisors, holding a Series 63 designation and 24 years of industry experience. She has been with Primerica Advisors since 2001 and Primerica Financial Services since 2000. Outside of her advisory role, she is the owner and CEO of Empower Connect Solutions, a non-investment-related business based in East Meadow, NY. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed account options to individual and high-net-worth clients. The firm uses a tiered wrap fee structure and curates third-party asset managers while delegating trading responsibilities to BNY Mellon Advisors.
Maria M
Series 63
Freeport, NY
Primerica Advisors
Maria Merino is a financial advisor with Primerica Advisors in Freeport, NY, holding a Series 63 designation and 12 years of industry experience. She has worked with PFS Investments Inc. since 2014 and has previous experience at Health Republic and Anthem Empire Blue Cross Blue Shield. Outside of advisory work, she is involved in sales of loan products and home security referrals through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm offers model-delivery investment strategies supported by third-party managers and provides advisory services through a large network of financial advisors.
Mary Tonie Rose C
Series 63
Freeport, NY
Primerica Advisors
Mary Tonie Rose Canieso is a financial advisor with Primerica Advisors, holding a Series 63 designation and over 10 years of industry experience. Her career includes roles at NatWest Markets Securities, Inc. and Noble Americas. In addition to advising, she is involved in the sale of home security and automation products through Primerica Client Services, Inc., a co-located affiliate. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed accounts. The firm uses third-party asset managers and a tiered wrap fee structure, focusing on curated investment models implemented via BNY Mellon Advisors.
Michelle C
Series 63
Freeport, NY
Primerica Advisors
Michelle Cadet Peronneau is a financial advisor at Primerica Advisors with 11 years of industry experience. She holds a Series 63 designation and has been with Primerica Advisors and Primerica Financial Services since 2014. Outside of her advisory role, she is involved in the sale of non-investment products including home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and separately managed account options primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.
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