Centaurus Sponsor Appreciation Day

Centaurus Financial, Inc., holds an annual Sponsor Appreciation Day to thank the sponsors that help provide top-level service and products to its Registered Representatives and clients. Centaurus holds a golf tournament each December at a location in Southern California, near its Home Office in Anaheim, not only as a way to thank sponsors, but also as an event to raise funds for various charities.

Previous Sponsor Appreciation Days have raised over $45,000. One charity, the Shamrock Rescue Foundation, was selected as the primary donation recipient. Shamrock is an Orange County, California- based animal rescue group that saves animals facing euthanasia at local shelters and provides medical and other care until permanent homes can be found.

Centaurus’s generosity provides much-needed funds to help charities like Shamrock continue to operate. With pandemic restrictions easing, Centaurus is planning its 18th Sponsor Appreciation Day in December.

Headquartered in Anaheim, California, Centaurus Financial, Inc. is a national independent financial services company registered and licensed to offer securities, investment advisory services, and insurance products. Centaurus Financial is a member of the Financial Industry Regulatory Authority (FINRA, https://www.finra.org/#/ ) and the Securities Investor Protection Corporation (SIPC, https://www.sipc.org/ ). Centaurus Financial is registered as a broker/dealer and Registered Investment Adviser with the Securities and Exchange Commission (SEC, https://www.sec.gov/). For more information about Centaurus Financial, please visit www.centaurusfinancial.com.

Centaurus Financial and Personalization

Centaurus Financial, Inc., an Anaheim, California-based broker/dealer and Registered Investment Adviser, was ranked No. 28 in the United States in 2020 by Financial Advisor. Centaurus held that rank with a total revenue of $163.4 million. Founded in 1992, Centaurus focuses on providing unparalleled support, technology, and education to independent Registered Representatives in the securities industry.

Centaurus and the financial services industry itself have evolved dramatically in the past 29 years. Yet the company’s focus remains the same. The platform it provides has helped Registered Representatives across the U.S. grow their businesses and serve their clients.

One key to Centaurus’s success is the Home Office team. Team members are always available to assist Representatives with servicing of their clients. Team members provide a personal touch when answering questions they may have or assisting in any way possible. The 90-plus team members continue a legacy more than three generations in the making that is committed to giving Representatives and clients the highest level of service.

Headquartered in Anaheim, California, Centaurus Financial, Inc. is a national independent financial services company registered and licensed to offer securities, investment advisory services, and insurance products. Centaurus Financial is a member of the Financial Industry Regulatory Authority (FINRA, https://www.finra.org/#/ ) and the Securities Investor Protection Corporation (SIPC, https://www.sipc.org/ ). Centaurus Financial is registered as a broker/dealer and Registered Investment Adviser with the Securities and Exchange Commission (SEC, https://www.sec.gov/). For more information about Centaurus Financial, please visit www.centaurusfinancial.com.

Centaurus Helps RR Keep Technology

 

 

Centaurus Financial, Inc., knows that technology is important to the financial services industry. Maintaining up-to-date technology with maximum security are keys to efficiency and safety.

Centaurus offers many technologies to its Registered Representatives and Investment Adviser Representatives. Centaurus Representatives choose which technology they wish to utilize rather than being required to purchase programs they may not need. This allows each Representative to decide what combination of tools is most efficient and effective for servicing their clients.

Technologies offered through Centaurus, such as DocuSign and Laserfiche, assist Representatives with managing paperwork electronically. In many cases, this can potentially eliminate the need to maintain hundreds, if not thousands, of documents in hard copy. Such technology also saves money, in that documents no longer need to be sent by mail; they can be emailed or electronically uploaded/submitted. This allows for documents to be easily accessed by the appropriate parties and retained for future use.

The COVID-19 pandemic upended many industries. However, according to a February 2021 Forbes article, the financial services industry worked seamlessly over a connected platform, allowing Representatives and broker/dealers to maintain contact with clients and to continue to advise them on meeting their financial needs, goals, and objectives.

Headquartered in Anaheim, California, Centaurus Financial, Inc. is a national independent financial services company registered and licensed to offer securities, investment advisory services, and insurance products. Centaurus Financial is a member of the Financial Industry Regulatory Authority (FINRA, https://www.finra.org/#/ ) and the Securities Investor Protection Corporation (SIPC, https://www.sipc.org/ ). Centaurus Financial is registered as a broker/dealer and Registered Investment Adviser with the Securities and Exchange Commission (SEC,https://www.sec.gov/). For more information about Centaurus Financial, please visit www.centaurusfinancial.com.

Centaurus Financial, Inc. Supports Local

Centaurus Financial, Inc., based in Anaheim, California, has always believed in giving back to the community – both the local and the national communities. The independent broker/dealer and Registered Investment Adviser has supported local charities such as Orange County-based Shamrock Rescue Foundation, which saves animals from death at area shelters, and national groups like the American Red Cross.

Over 85 employees at Centaurus’ home and branch offices, along with more than 600 independent financial professionals throughout the US, have donated time, money, and energy to ensure that these groups that help the public are able to carry on their work.

Among other groups Centaurus has assisted are Honor Flight Southland, which provides flights to take World War II veterans to Washington, DC, to visit the World War II Memorial, and St. Joseph Hospital in Orange County, California. For several years, Centaurus has been a presenting sponsor at the hospital’s annual St. Joseph Hospital Celebration.

The Executive Management Committee at Centaurus Financial believes that with great success comes great responsibility, and the firm lives up to that ideal by promoting philanthropy throughout its business.

Headquartered in Anaheim, California, Centaurus Financial, Inc. is a national independent financial services company registered and licensed to offer securities, investment advisory services and insurance products. Centaurus Financial is a member of the Financial Industry Regulatory Authority (FINRA) and the Securities Investor Protection Corporation (SIPC). Centaurus Financial is registered as a broker/dealer and Registered Investment Adviser with the Securities and Exchange Commission (SEC). For more information about Centaurus Financial, please visit www.centaurusfinancial.com.

Centaurus Financial, Inc. Helps Clients Understand Investments

At Centaurus Financial, Inc., the financial needs of clients are the number one priority. As a full-service independent broker/dealer and Registered Investment Adviser, Centaurus Financial helps its clients understand a variety of financial vehicles, including exchange-traded funds, or ETFs.

ETFs are investment funds that are traded on stock exchanges. The funds offer a mix of securities based on the goals and missions of the funds. They provide investors with a tax-efficient and diverse investment option.

Bond ETFs, as their name implies, include government, corporate, and municipal bonds in their securities. Industry ETFs attempt to track a particular industry by holding equity in companies in that industry.

Commodity ETFs invest in precious metals, crude oil, and other commodities. Currency ETFs invest in foreign currencies, while inverse ETFs attempt to create profit by using various derivatives tied to the decline in the value of an underlying benchmark.

Headquartered in Anaheim, California, Centaurus Financial, Inc. is a national independent financial services company registered and licensed to offer securities, investment advisory services and insurance products. Centaurus Financial is a member of the Financial Industry Regulatory Authority (FINRA) and the Securities Investor Protection Corporation (SIPC). Centaurus Financial is registered as a broker/dealer and Registered Investment Adviser with the Securities and Exchange Commission (SEC). For more information about Centaurus Financial, please visit www.centaurusfinancial.com.