Unclaimed
Holden Alexander Clendaniel is a financial advisor who is active in the state of Missouri as well as Alaska and Illinois. Holden is registered with 360 IRA, a firm based in St. Charles, Missouri. Holden has been in the industry since 2020, and has a range of experience in financial planning and investment advisory 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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
Referral fees
1
2
MO
02/01/2024 - Present
360 IRA (ST. CHARLES MO)
MO
05/18/2020 - 09/16/2023
TD AMERITRADE, INC. (ST. LOUIS MO)
IA
Issued 01/11/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/27/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/02/2022
Series 3 - National Commodity Futures Examination
BC
Issued 05/18/2020
Series 7TO - General Securities Representative Examination
BC
Issued 01/24/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
Not sure Holden Clendaniel is the right advisor for you? Invested Better is here to help.