Abbie Gidionsen (CRD# 1862135) is an Investment Advisor Representative working at Clayton Financial Group, LLC in Saint Louis, MO and has over 31 years of experience in the finance industry.
CRD# 1018380
Cutter & Company, Inc.
CRD# 6306558
Toberman Becker Wealth, LLC
CRD# 5259774
Moneta Group Investment Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Clayton Financial Group, LLC | St. Louis, MO | May 2018 - Current | 5 |
| Not Employed | St. Louis, MO | Oct 2017 - Apr 2018 | < 1 |
| Morgan Stanley | St. Louis, MO | Jun 2009 - Sep 2017 | 8 |
| Morgan Stanley & Company Incorporated | St. Louis, MO | Jan 2009 - Sep 2017 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 1992 |
| S66 | NASAA Uniform Combined State Law Examination | Jun 2007 |
- MO
-
Total Assets Under Management1,522MILLIONS
-
Total Number of Accounts3,303ACCOUNTS
-
Average Account Value$460,687
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
CA, FL, IL, KS, LA, MA, MO, NC, NE, NH, NY, TN, TX, WA
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