Unclaimed
Ian Hornstein is a financial advisor with Centaurus Financial, Inc. Ian has been a registered representative for over 10 years and holds the Series 7, Series 66, and SIE licenses. Ian is also a licensed tax preparer and has a strong understanding of taxation. Ian works with individuals, businesses, and high-net-worth clients. Ian specializes in financial planning, investment management, and tax preparation.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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CA
08/28/2009 - Present
Centaurus Financial, Inc. (IRVINE CA)
BOTH
Issued 08/14/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/06/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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