Lynbrook, NY Merrick Rd Office

Celina Grant is a financial advisor at Primerica Advisors with 21 years of industry experience. She holds a Series 63 designation and has worked with PFS Investments Inc. and Primerica Financial Services for over two decades. Outside of her advisory role, she is involved in the sales of loan products and home-related services through affiliated companies. Primerica Advisors manages 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 uses model-delivery strategies developed by unaffiliated asset managers and provides advisory services through a large network of financial advisors.

Gurpreet Kaur Singh is a financial advisor with Primerica Advisors, holding a Series 63 designation and over 32 years of industry experience. She has been with Primerica Advisors since 1993 and Primerica Financial Services since 1992. Outside of her advisory role, she is president of Singh & Associates Inc., an investment-related entity affiliated with Primerica. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers model-driven investment strategies supported by third-party managers and custodial services.

Paul Grant is a financial advisor at Primerica Advisors with two years of industry experience. He holds the Series 63 and Series 65 designations and has worked at PFS Investments Inc. since 2024. Outside of his advisory role, he is involved in sales of home security and automation products as well as mortgage and related home services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-HNW and high-net-worth clients, along with corporate and charitable clients. The firm employs model-driven investment strategies supported by third-party asset managers and operates at scale with approximately $15.5 billion in assets under management.

Matthew Smart 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 2015. Primerica Advisors sponsors and manages a wrap-fee asset management program that serves 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 offers model-based investment strategies supported by third-party asset managers and custodians.

Deepjot Sohal is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and six years of industry experience. He has been affiliated with PFS Investments Inc. and Primerica Financial Services since 2014. Outside of advisory work, he receives compensation for referrals related to home security and automation products through Primerica Client Services, Inc. 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 delivers advisory services through a large network of advisors and employs model-based strategies managed by unaffiliated asset managers.

Roy Grant is a Series 63 licensed financial advisor with Primerica Advisors in Lynbrook, NY, where he has worked since 2000, totaling 24 years of industry experience. His activities include the sale of loan products and home security and automation product referrals through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm delivers advisory services through model-based strategies managed by unaffiliated asset managers and supported by third-party trade execution and custody providers.

Janet Ligan is a financial advisor with Primerica Advisors, holding a Series 63 designation and 19 years of industry experience. She has worked with PFS Investments Inc. and Primerica Financial Services since 2006, and concurrently serves with the NYC Board of Education since 2003. Outside of her financial advisory role, she is self-employed as a physical therapist in a medical practice in Valley Stream, NY. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm uses model-delivery strategies managed by unaffiliated asset managers and provides advisory services through a large network of financial advisors.

Malkah Glasgow is a financial advisor with Primerica Advisors in Lynbrook, NY, holding a Series 63 designation and 11 years of industry experience. She has worked with Primerica Advisors and Primerica Financial Services since 2013. Outside of investment advisory, she is involved in sales of loan products and home security and automation services through affiliates of Primerica. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, managing approximately $15.5 billion in assets. The firm delivers advisory services through model-driven strategies supported by third-party managers and focuses primarily on individual investors rather than institutional or pension clients.

Daniel Szatkowski is a financial advisor with Primerica Advisors, holding a Series 63 designation and 17 years of industry experience. He has been with Primerica Advisors since 2009 and also operates EHR Financial Group. His other business activities include sales of investment-related and home service products through affiliated companies and ownership of Szatkowski Associates Corp., which supports his Primerica business. Primerica Advisors serves primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm manages a wrap-fee asset management program utilizing model-based strategies delivered by unaffiliated asset managers and supported by established custodians and overlay managers.