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Philip Michael Mondeau is a financial advisor professional located in Marion, MA. They specialize in financial advisory. With over 6 years of experience, they bring deep expertise to every client.
Philip Michael Mondeau - Edward Jones holds an active professional license (FINRA CRD) for your protection.
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Philip Michael Mondeau is a financial advisor with Edward Jones in Marion, MA. With six years in the financial services industry, Mondeau holds a FINRA CRD license (number 6457372), which enables him to offer investment and financial planning services. Edward Jones is a full-service brokerage firm that serves individual investors and small business owners. Mondeau works with clients to develop financial strategies aligned with their goals and circumstances.
Philip Michael Mondeau's FINRA CRD (Central Registration Depository) license indicates he is registered with the Financial Industry Regulatory Authority and authorized to conduct securities business. This registration requires passing qualifying exams and ongoing compliance with FINRA rules and SEC regulations. The license demonstrates that Mondeau meets industry standards for competency in investment products and customer protection requirements. Clients working with a FINRA-registered advisor benefit from regulatory oversight and industry-standard fiduciary obligations in financial advisory relationships.