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Bernie M
Series 63, Series 65
Miramar, FL
Primerica Advisors
Bernie Mena is a financial advisor with Primerica Advisors in Miami, FL, holding Series 63 and Series 65 licenses and 11 years of industry experience. He has worked at PFS Investments Inc. since 2014 and Primerica Financial Services since 2013, with prior experience at Mercury Insurance Group from 2003 to 2016. Outside of advisory roles, he teaches securities licensing classes and operates a legal entity for Primerica business purposes. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and limited discretionary separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.
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