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Detailed Report
BERNIE MENA
CRD#: 6289320
IA
Investment Adviser
B
Broker
PRIMERICA ADVISORSCRD#: 10111 6151 MIRAMAR PARKWAY
SUITE 207-B
MIRAMAR, FL 33023
Registration History
2014201520162017201820192020202120222023202420252026IAPRIMERICA ADVISORS (CRD# 10111)2024 - Present (<1 year)BPFS INVESTMENTS INC. (CRD# 10111)2014 - Present (10 years)
License(s)

State Registrations

B
Florida 7/30/2014
B
Missouri 7/10/2019
IA
Florida 9/11/2024
B
Texas 9/2/2020
B
Illinois 2/21/2024

SRO Registrations

B
 FINRA

View Exams Passed by the individual in the detailed report

Learn about permitted activities of registered representatives

Learn about permitted activities of registered principals

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
PRIMERICA ADVISORS (CRD#:10111)
6151 MIRAMAR PARKWAY SUITE 207-B, MIRAMAR, FL 33023
MIAMI, FL
Registered with this firm since 9/11/2024
B
PFS INVESTMENTS INC. (CRD#:10111)
6151 MIRAMAR PARKWAY SUITE 207-B, MIRAMAR, FL 33023
MIAMI, FL
Registered with this firm since 7/28/2014
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
B
Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.