OSCAR BELTRAN: PRIMERICA FINANCIAL SERVICES
WHAT WE DO AND WHY
Primerica has been committed to helping families save and invest for their futures since 1977. Through PFS Investments Inc., Primerica's broker-dealer, we show people how they can achieve a better financial future by helping them learn our HOW MONEY WORKSTM concepts. With approximately 2.5 million client accounts, we offer the best solutions aimed to help families achieve their financial goals. With Primerica, no client is too big or too small.
Investments & Savings (US)
California, Arizona, Colorado, Florida, Idaho, Illinois, Nevada, New York, Oregon, Texas ...
Term Life Insurance (US)
California, Arizona, Nevada and West Virginia
Auto & Homeowners Insurance Referral Program (US)
The Primerica Business Opportunity
WHAT YOU CAN EXPECT
You can expect a lot by partnering with a Primerica financial professional. Our goal is to help you reach your savings goals while providing the highest-quality client experience. Our goals-based investing approach helps families:
Establish an emergency fund
Invest for the long term
Utilize quality asset managers
Generate retirement income
CA Life License: # 4021488
*Not available in all states
Note: This website is for informational purposes only and should not be construed as a solicitation to sell or an offer of any of Primerica's products or services.
Representatives are not licensed to sell all products in all states. Representatives may provide products and services only to individuals in those jurisdictions where they are licensed or approved.
Additional information about this investment professional is available on BrokerCheck.
PFS Investments Inc. Customer Relationship Summary.
Life-licensed Primerica representatives are agents of certain affiliated Primerica Companies. Term life insurance products underwritten by National Benefit Life Insurance Company (Home Office: Long Island City, NY) in New York and by Primerica Life Insurance Company (Executive Offices: Duluth, GA) in all other U.S. jurisdictions.
In the U.S., securities are offered by PFS Investments Inc. (PFSI), 1 Primerica Parkway, Duluth, Georgia 30099-0001, a broker-dealer and investment adviser registered with the Securities & Exchange Commission (SEC), a member of the Financial Regulatory Authority (FINRA) and a member of the Securities Investors Protection Corporation (SIPC). PFSI’s advisory business is conducted under the name Primerica Advisors. Fixed indexed annuities are offered by Primerica Financial Services, LLC (PFS). PFSI, PFS and Primerica Inc. are affiliated companies.