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Elise K
Series 63, Series 65
Henniker, NH
Primerica Advisors
Elise Kesseli is a financial advisor with Primerica Advisors in Henniker, NH, holding Series 63 and Series 65 licenses and having two years of experience in the industry. Prior to her current role, she worked at Brayton Energy for seven years. She is involved in the sale of loan products and home security and automation services through affiliated companies. Primerica Advisors sponsors 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 operates at scale with nearly 3,700 advisors and manages approximately $15.5 billion in assets, providing advisory services mainly through model-delivery strategies created by third-party asset managers.
Richard H
Series 63, Series 65
Henniker, NH
Primerica Advisors
Richard Hagala is a financial advisor with Primerica Advisors in Henniker, NH, holding Series 63 and Series 65 licenses and four years of industry experience. His work history includes roles at Primerica Advisors and Primerica Financial Services, as well as positions outside the financial sector at Lyft and Student Transportation of America. He is involved in sales of investment-related products and referrals for home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options primarily for individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap fee structure, focusing on retail rather than institutional portfolio management.
Khadijah C
Series 63, Series 65
Henniker, NH
Primerica Advisors
Khadijah Cisse is a financial advisor with Primerica Advisors in Henniker, NH, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. She has worked with PFS Investments Inc. and Primerica Financial Services since 2017. Outside of finance, she is a self-employed part-time midwife. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, utilizing model-delivery strategies managed by third-party asset managers and supported by custodial services from Pershing.
Julie H
Series 63, Series 65
Henniker, NH
Primerica Advisors
Julie Hagala is a financial advisor with Primerica Advisors in Henniker, NH, holding Series 63 and Series 65 licenses and having five years of industry experience. Her career includes roles with Primerica Financial Services, PFS Investments Inc., and Scott Dutton. She also serves as a part-time office manager and is a non-compensated notary public. Primerica Advisors sponsors 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 entities. The firm employs model-delivery strategies managed by unaffiliated asset managers and supports trade execution through BNY Mellon Advisors and Pershing custody services.
Erika D
Series 63, Series 65
Henniker, NH
Primerica Advisors
Erika Doyle is a financial advisor with Primerica Advisors in Henniker, NH, holding Series 63 and Series 65 credentials and having 12 years of industry experience. She has worked with PFS Investments Inc. since 2013 and with Primerica Financial Services since 2012. Outside of advisory services, she is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which offers model-delivery strategies and limited separately managed account options primarily for individual and high-net-worth clients. The firm curates third-party asset managers and implements models with oversight from BNY Mellon Advisors.
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