Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leo? Claim Your ProfileLeo Govoni is a financial advisor with over 30 years of experience in the industry. Leo is currently registered as a Registered Representative with Boston Asset Management, Inc. in Clearwater, Florida. Leo has held prior positions with various financial institutions, including Brauer & Associates, Inc. and Smith Barney, Harris Upham & Co., Incorporated. Leo holds a Series 7, Series 24 and Series 63 securities license.
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.
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.
A percentage of the total value of assets under management is charged.
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2
FL
01/01/2025 - Present
Boston Asset Management, Inc. (CLEARWATER FL)
FL
04/12/1994 - 10/19/1995
BRAUER & ASSOCIATES, INC. (ST. PETERSBURG FL)
FL
09/11/1990 - 09/30/1992
BRAUER & ASSOCIATES, INC. (ST. PETERSBURG FL)
NY
03/04/1987 - 08/01/1990
SMITH BARNEY, HARRIS UPHAM & CO., INCORPORATED (NEW YORK NY)
NA
03/23/1981 - 01/27/1987
FIRST JERSEY SECURITIES, INC.
BC
Issued 04/08/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/26/1984
Series 24 - General Securities Principal Examination
BC
Issued 03/21/1981
Series 7 - General Securities Representative Examination
Active
Inactive
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