Hanna Liza Horenstein

Current Employers

Employment History

• 06/2001 → Present
  Wfgia
  Woodland Hills, CA
• 01/2012 → Present
  Transamerica Financial Advisors, Inc
  Woodland Hills, CA
• 05/2005 → Present
  Hls Consulting Corp
  Encino, CA
• 10/2013 → 12/2018
  The Financial Firm
  Thousand Oaks, CA
• 01/2014 → 08/2023
  All For One
  Alpharetta, GA
• 11/2016 → 12/2018
  Tovi Realty, Inc.
  Westlake Village, CA
• 12/2016 → 12/2018
  Tovi Realty, Inc.
  Westlake Village, CA
• 11/2017 → Present
  Hanna Liza Segal Horenstein
  Thousand Oaks, CA
• 08/2018 → Present
  Exp World Holding Inc
  Bellingham, WA
• 03/2019 → 08/2023
  Think And Grow Rich World Tour, Inc
  Calabasas, CA
• 09/2016 → Present
  Virtuity Financial Partners Inc.
  Los Angeles, CA
• 09/2019 → Present
  Author - The Virtuity Edge: A Compilation Of Success.
  Thousand Oaks, CA
• 12/2025 → Present
  Student Optimum Services
  Mission Hills, CA
• 03/2026 → Present
  Oak Tree Funding
  Chandler, AZ

Previous Registrations

• 2009-02-05 → 2012-01-06
  Investment Advisors International, Inc.
  Westlake Village, CA

Other Businesses

Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc., Virtuity Financial Partners is a co-brand that is used by agents affiliated with World Financial Group Insurance Agency, an insurance agency affiliate of Transamerica Financial Advisors, LLC. Virtuity Financial Partners Inc. 0916-Present / Investment Related: Yes / 1800 Century Park East Ste 600 Los Angeles, CA 90067 / Owner/ Owner, Secretary, Chief financial officer/ Hrs. Work Monthly: 20 / Sec Trading Hrs.: 2 / This is a WFG approved cobrand THE FINANCIAL FIRM; NOT INVESTMENT-RELATED; 50 WEST HILLCREST #224, THOUSAND OAKS, CA 91360; USE CURRENT ACTIVE MORTGAGE LIC TO REFER POTENTIAL CLIENTS TO THE OBA AND RECIEVE POTENTIAL COMMISSIONS; REFERRAL AGENT; 10/2013; 4 HRS/MONTH; PROVIDE POTENTIAL MORTGAGE CLIENTS TO OBA FOR REFFERAL FEE Hanna Liza Segal Horenstein/ 12.1.2017/ Agent/ 4553 La Tienda DR, Thousand Oaks CA 91362/ Group Health Insurance/ 3HRS/MTH/ Approved with Restrictions EXP WORLD HOLDING INC /0818-PRESENT / INVESTMENT RELATED: NO / 2219 RIMLAND DR. STE 301 BELLINGHAM, WA 98226 / REAL ESTATE AGENT / REAL ESTATE SALES. HOMES FOR LISTING AND PURCHASES / HRS WORK MONTHLY: 20 / SEC TRADING HRS: 1 / DEVELOPING PROPERTIES FOR EITHER PURCHASE OR SALE. AUTHOR - THE VIRTUITY EDGE: A COMPILATION OF SUCCESS. POSITION: Author NATURE: Success book INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 09/30/2019 ADDRESS: 515 Marin St, Suite 408, Thousand Oaks CA 91360, United States DESCRIPTION: Author STUDENT OPTIMUM SERVICES POSITION: Referral partner NATURE: Student loan repayment assistance INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 12/01/2025 ADDRESS: 15455 San Fernando Mission Blvd, #409, Mission Hills CA 91345, United States DESCRIPTION: Will be referring clients who need assistance with federal student loan repayment options. OAK TREE FUNDING POSITION: Real estate loan officer NATURE: mortgage company INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 30 START DATE: 03/01/2026 ADDRESS: 3133 West Frye Road, Chandler AZ 85226, United States DESCRIPTION: referring mortgages and referring loan officers

Exams

• S65 Uniform Investment Adviser Law Examination
  2008-12-09
• S63 Uniform Securities Agent State Law Examination
  2000-09-22

Other Names

• Hanna Liza Segal