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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Claudia? Claim Your ProfileClaudia Suzanne Lako is a financial advisor with Henssler Financial. Claudia has been in the industry for over 20 years and has a strong understanding of the financial planning process. Claudia specializes in helping individuals and families with their investment needs. Claudia has experience in working with a wide range of clients, including high-net-worth individuals, families, businesses, and retirement plans. Claudia is committed to providing her clients with personalized financial advice and guidance to help them achieve their financial goals.
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.
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.
Strategic management for diversified investment portfolios.
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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GA
04/08/2003 - Present
Henssler Financial (KENNESAW GA)
GA
06/27/2005 - 05/24/2019
ALPS DISTRIBUTORS, INC. (KENNESAW GA)
PA
08/20/2002 - 05/20/2005
CITCO MUTUAL FUND DISTRIBUTORS, INC. (MALVERN PA)
MD
10/29/1998 - 07/12/2002
INCAP SECURITIES, INC. (BALTIMORE MD)
BC
Issued 07/20/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/27/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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