Hanna
Horenstein
Transamerica Financial Advisors, Inc
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About this Advisor
Hanna Horenstein is a financial advisor who works in Thousand Oaks, California with 11 years of relevant experience. Horenstein is on the advisory team at Transamerica Financial Advisors, Inc. Their career trajectory has included roles at World Financial Group, Transamerica Financial Advisors, Inc, Hls Consulting Corp, Priority Financial Network, The Financial Firm, All For One, Tovi Realty, Inc, Hanna Liza Segal Horenstein, Exp World Holding Inc, Think And Grow Rich World Tour, Inc, Virtuity Financial Partners Inc and Author - The Virtuity Edge: A Compilation Of Success. Horenstein maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to serve investors in California, New Jersey and Texas. Transamerica Financial Advisors, Inc is a registered investment company based out of Saint Petersburg, FL. The firm has offices in 286 locations and a total of 1,235 employees. It oversees $2 billion in assets under management across its 59,659 client accounts, making it one of the biggest financial advisory firms in the country by assets under management. The firm advises 18 charitable organizations. Of its 59,659 client accounts, just 2% are held by high-net-worth individuals who have greater than $1 million in assets available to invest. The business offers a wide assortment of services, including portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. Fees for financial advice typically depend on the financial services offered. Fee types billed by Transamerica Financial Advisors, Inc typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Transamerica Financial Advisors, Inc Brokerage Details
$1,815,425,709
1,235
59,659
$30,430
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
Hanna Horenstein Work History
Hanna has been registered as a financial advisor for 11 years.*
Think And Grow Rich World Tour, Inc
Author - The Virtuity Edge: A Compilation Of Success
Exp World Holding Inc
Hanna Liza Segal Horenstein
Virtuity Financial Partners Inc
All For One
Transamerica Financial Advisors, Inc
Hls Consulting Corp
World Financial Group
Tovi Realty, Inc
Tovi Realty, Inc
The Financial Firm
Priority Financial Network
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Hanna Horenstein to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Transamerica Financial Advisors, Inc
Irvine, CA
Milpitas, CA
Braintree, MA
Rancho Santa Margarita, CA
Pasadena, CA
Draper, UT
Plano, TX
San Antonio, TX
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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