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Hanna H
Series 63, Series 65
Woodland Hills, CA
Transamerica Financial Advisors
Hanna Horenstein is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She has been affiliated with Transamerica since 2012 and has held multiple roles in related financial, real estate, and consulting businesses. Horenstein is also the author of *The Virtuity Edge: A Compilation of Success*. Transamerica Financial Advisors serves a wide range of clients, including individual investors and institutional entities, offering advisory and broker-dealer services with both proprietary and third-party investment models. The firm operates as both a registered investment adviser and broker-dealer, providing discretionary and non-discretionary portfolio management options.
Carlos D
Series 66
Woodland Hills, CA
Transamerica Financial Advisors
Carlos Di Ponio is a Series 66-licensed financial advisor with Transamerica Financial Advisors, where he has worked since 2020. He has eight years of industry experience and is also involved in film production as the manager of DaCha Film Company LLC and runs an entertainment production business under the name Jordan Charles. Additionally, he serves as CEO of an online tutoring platform called AllPro Tutors. Transamerica Financial Advisors serves a diverse client base including individual investors, retirement plans, trusts, and corporations. The firm offers both advisory and broker-dealer services with various model portfolio programs and access to third-party money managers, operating as both a registered investment adviser and broker-dealer.
Marcia C
Series 65, Series 63
Woodland Hills, CA
Transamerica Financial Advisors
Marcia Cornwell is a financial advisor with Transamerica Financial Advisors, holding Series 65 and Series 63 licenses and one year of industry experience. Prior to joining Transamerica, she has held roles in various industries including hospitality, working as a server at Darden Restaurants. Transamerica Financial Advisors serves a diverse client base including individuals, pension plans, trusts, and corporations. The firm offers both advisory and broker-dealer services, utilizing proprietary and third-party model portfolios across discretionary and non-discretionary platforms.
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