Unclaimed
Zachary Alexander is a financial advisor with Henssler Financial. Zachary has been in the financial services industry since 2014. Zachary has a Series 6, Series 63, Series 65, and SIE licenses. Zachary has experience providing financial advice to individuals, families, businesses, and retirement plans. Zachary specializes in providing financial planning, investment management, and retirement planning services. Zachary has worked with individuals, families, businesses, and retirement plans. Zachary is committed to providing his clients with the highest level of service and expertise.
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
06/07/2021 - Present
Henssler Financial (Atlanta GA)
GA
06/23/2016 - 05/24/2019
ALPS DISTRIBUTORS, INC. (KENNESAW GA)
IA
Issued 12/07/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/23/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/23/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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