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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gene? Claim Your ProfileGene Henssler is an investment advisor representative with Henssler Financial in Kennesaw, Georgia. Gene has been in the industry since 1995. Gene is licensed to provide investment advisory services in Georgia. Gene has experience in managing investment portfolios for individuals, businesses, investment companies, and pension plans. Gene also provides financial planning services.
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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2
GA
04/08/2003 - Present
Henssler Financial (KENNESAW GA)
GA
07/12/2005 - 05/24/2019
ALPS DISTRIBUTORS, INC. (KENNESAW GA)
PA
08/20/2002 - 05/20/2005
CITCO MUTUAL FUND DISTRIBUTORS, INC. (MALVERN PA)
MD
05/20/1998 - 07/12/2002
INCAP SECURITIES, INC. (BALTIMORE MD)
BC
Issued 05/26/1998
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 01/16/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/18/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/09/1995
Series 2 - Non-Member General Securities Examination
Active
Inactive
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