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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, holding Series 65 and Series 63 licenses and having 10 years of industry experience. He has worked at PFS Investments Inc. and Primerica Financial Services since 2016 and has operated the Law Offices of Ronald D. Ellis since 2006. Outside of financial advising, he is involved in real estate brokerage through Home Team Realty and receives compensation for referrals related to home security and automation products. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, managing approximately $15.5 billion in assets through nearly 3,700 advisors. The firm utilizes model-delivery strategies by unaffiliated asset managers and offers discretionary separately managed accounts with support from BNY Mellon Advisors and Pershing.

ESG / Sustainable investing Tax-loss harvesting Income planning
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