Holden Clendaniel (CRD# 7205370) is an Investment Advisor Representative working at 360 Ira in Saint Charles, MO and has over 3 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 |
|---|---|---|---|
| 360 Investment And Retirement Advisory, Llc Dba 360 Ira | St. Charles, MO | Jan 2024 - Current | < 1 |
| 360 Investment And Retirement Advisory, Llc Dba 360 Ira | St. Charles, MO | Sep 2023 - Current | < 1 |
| Td Ameritrade, Inc. | St. Louis, MO | Dec 2019 - Sep 2023 | 3 |
| Full-time Student | Springfield, MO | Aug 2010 - Dec 2020 | 10 |
| Zan The Club/boogie | Springfield, MO | Aug 2018 - Nov 2019 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2020 |
| S65 | NASAA Investment Advisors Law Examination | Jan 2024 |
- AK
- IL
- MO
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, IL, MO, PA, TN, TX
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