Hanna Liza Horenstein
Investment adviser representative at Transamerica Financial Advisors, LLC
25 yearsExperience
3 statesRegistered in
$2.1BFirm assets
35 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
25 years in the industry.
- Oak Tree FundingMar 2026 to now
- Student Optimum ServicesDec 2025 to now
- Author - the Virtuity Edge: A Compilation of Success.Sep 2019 to now
- Exp World Holding IncAug 2018 to now
- Hanna Liza Segal HorensteinNov 2017 to now
- Virtuity Financial Partners Inc.Sep 2016 to now
- Transamerica Financial Advisors, IncJan 2012 to now
- Hls Consulting CorpMay 2005 to now
- WfgiaJun 2001 to now
- Think and Grow Rich World Tour, IncMar 2019 to Aug 2023
- Tovi Realty, Inc.Nov 2016 to Dec 2018
- All for OneJan 2014 to Aug 2023
- The Financial FirmOct 2013 to Dec 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 65 · Uniform Investment Adviser Law2008
State registrations
Registered as an investment adviser representative in 3 states (CA, NJ, TX).
Transamerica Financial Advisors, LLC
$2.1BAssets managed
42,735Clients
1,121Advisers
35 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4244493
- Firm CRD
- 16164