Centaurus Financial, Inc. on Blogger: Centaurus Financial, Inc. Helps Clients Understand Investments

Thursday, August 6, 2020

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.

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About Centaurus Financial, Inc.

Named after the constellation Centaurus, Anaheim, California-based Centaurus Financial, Inc. has over the last quarter century grown to handle over $10 billion in customer assets. Focused on financial planning, wealth management, securities, brokerages services, and insurance, the company employs more than 90 team members to service its 650-plus Financial Advisers nationwide. With an emphasis on education, Centaurus Financial has created a culture in which its agents can continually grow.

Through Centaurus Financial’s Professional Advanced Succession Solutions (PASS) program, advisers are taught and coached through the transitional stages of succession and acquisition planning. Buying or selling a financial practice can be complicated. Not only do advisers get consulting assistance through this program, but they also are provided with resources including seminars, white papers, templates,
and sample legal documents for educational purposes and guidance.

Centaurus also keeps advisers abreast of industry information through its conferences and publications. The company hosts five conferences per year for its Financial Advisers focused on economic and industry updates, product education, compliance, marketing, and sales. Between conferences,
Centaurus keeps its Financial Advisers informed of the latest industry product news and marketing strategies through its publications, which include a quarterly newsletter, monthly sales bulletin, newswire posts, and marketing industry alert emails.

As a complement to its professional development conferences, the company fosters an atmosphere in which information and resources are shared and available to advisers. In an environment in which education and the sharing of ideas flourish, advisers become connected to one another to help each other succeed. Moreover, this educational culture prepares advisers to provide investors with the best avenues for investing and achieving their financial or investment goals.

Centaurus Financial, Inc. is a national independent broker/dealer registered and licensed to offer securities, investment advisory services and insurance products. Centaurus is a member of the Financial Industry Regulatory Authority (FINRA) and the Securities Investor Protection Corporation (SIPC). Centaurus is also a Registered Investment Adviser with the Securities and Exchange Commission (SEC).