Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gerald? Claim Your ProfileGerald Govatsos is an active Registered Representative in the state of Massachusetts with Equitable Advisors, LLC. Gerald is a seasoned professional in the industry with over 30 years of experience. Previously, Gerald worked for Equity Services, Inc., Berkshire Equity Sales, Inc., Ascend Financial Services, Inc., and Sentry Equity Services, Inc. Gerald has a broad range of experience in the financial services industry and holds multiple licenses. Gerald has been registered with FINRA since 1975.
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.
Guidance on pension options to ensure a secure financial future.
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.
1
2
MA
03/02/2011 - Present
Equitable Advisors, LLC (WELLESLEY MA)
MA
12/13/1999 - 03/03/2011
EQUITY SERVICES, INC. (NEWTON MA)
MA
03/05/1999 - 12/10/1999
BERKSHIRE EQUITY SALES, INC. (PITTSFIELD MA)
MN
05/05/1992 - 03/04/1999
ASCEND FINANCIAL SERVICES, INC. (ST. PAUL MN)
NA
07/17/1975 - 07/29/1978
SENTRY EQUITY SERVICES, INC.
BC
Issued 04/06/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/04/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 07/11/1975
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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