Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Denise? Claim Your ProfileDenise Marie Govoni is an investment advisor representative at Fidelity Personal And Workplace Advisors. Denise has been in the financial services industry since March 5, 2010, and has experience at several firms, including TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC, WELLS FARGO ADVISORS, LLC, and MORGAN STANLEY. Denise holds the Series 66, Series 7 and SIE licenses. Denise is also a Certified Financial Planner. Denise is registered with the following states: California, Connecticut, District of Columbia, Florida, Georgia, Hawaii, Illinois, Maine, Maryland, Massachusetts, Missouri, New Hampshire, New Jersey, New York, North Carolina, Pennsylvania, Rhode Island, South Carolina, Tennessee, Texas, Vermont, and Virginia. Denise is also a board member of the Arcadia Players.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
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2
MA
04/21/2023 - Present
Fidelity Personal AND Workplace Advisors (FRAMINGHAM MA)
MA
08/07/2014 - 11/13/2020
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (HADLEY MA)
MA
01/04/2013 - 07/28/2014
WELLS FARGO ADVISORS, LLC (NORTHAMPTON MA)
MA
02/05/2010 - 01/28/2013
MORGAN STANLEY (SPRINGFIELD MA)
BOTH
Issued 03/12/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/04/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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