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Joel Jeffrey Munson

Clarendon Insurance Agency, Inc.

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About Joel Jeffrey Munson

Joel Jeffrey Munson is a financial professional with Clarendon Insurance Agency, Inc. Joel has been in the industry for 5 years and is registered with FINRA. Joel is licensed to sell securities and has a Series 6, Series 26, and SIE license.

Firm Information

Joel Munson is currently registered with Clarendon Insurance Agency, Inc.. Clarendon Insurance Agency, Inc. is a Corporation formed in 1968-03-04. They are registered to operate in 50 states and have 1 approved SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

96

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Joel Munson’s Registration & Firm History

MA

09/13/2018 - Present

Clarendon Insurance Agency, Inc. (WALTHAM MA)

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Licenses & Designations

BC

Issued 03/29/2021

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/13/2018

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Joel Jeffrey Munson.
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