Invested Better
Unclaimed

Unclaimed

Unclaimed

Joseph Gerard McGovern

David Lerner Associates, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Joseph? Claim Your Profile

About Joseph Gerard McGovern

Joseph McGovern is a registered representative with David Lerner Associates, Inc. Joseph has been in the industry since 2009 and holds the Series 63, Series 7, and SIE licenses. Joseph is registered in 16 states and has experience in various aspects of the financial services industry.

Firm Information

Joseph McGovern is currently registered with David Lerner Associates, Inc.. David Lerner Associates, Inc. is a Corporation that was formed on November 6, 1975. The firm is registered with the Securities and Exchange Commission (SEC) and is approved in all 50 states.

Not reported

Assets Under Management

Not reported

Total Clients

100

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.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Joseph McGovern’s Registration & Firm History

NJ

01/28/2009 - Present

David Lerner Associates, Inc. (LAWRENCEVILLE NJ)

Not sure if Joseph Gerard McGovern is right for you?

Licenses & Designations

BC

Issued 02/12/2009

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/27/2009

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Joseph Gerard McGovern.
Not sure if Joseph Gerard McGovern is right for you?