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Nora N

Series 63, Series 65

Long Beach, CA

Primerica Advisors

Nora Nosaka is a financial advisor with Primerica Advisors in Long Beach, CA, holding Series 63 and Series 65 licenses and having seven years of industry experience. She has been with Primerica Advisors since 2019 and has been associated with Primerica Financial Services since 2016. Outside of investment advising, she is involved in the sale of loan products and home security and automation services through affiliated companies. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, including high-net-worth clients, as well as corporate and charitable clients. The firm employs model-delivery strategies created 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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Ronald E

Series 65, Series 63

Long Beach, CA

Primerica Advisors

Ronald Ellis is a financial advisor with Primerica Advisors in Long Beach, CA, holding Series 65 and Series 63 licenses and having 10 years of industry experience. He has worked with PFS Investments Inc and Primerica Financial Services since 2016 and also operates the Law Offices of Ronald D. Ellis. Outside of advising, he is involved in real estate brokerage and related home service referrals. Primerica Advisors manages a wrap-fee asset management program serving individual investors, corporate, and charitable clients, utilizing model-driven investment strategies supported by third-party asset managers and custodians. The firm operates at scale with thousands of advisors and offices and offers a range of strategic and tactical portfolio models, including recent additions focused on cryptocurrency ETFs.

ESG / Sustainable investing Tax-loss harvesting Income planning
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