Denise Govoni (CRD# 5045218) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Framingham, MA and has over 14 years of experience in the finance industry. Denise Govoni has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 2086353
Fidelity Personal And Workplace Advisors
CRD# 5046672
Lido
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fidelity Investments | Framingham, MA | Nov 2020 - Current | 3 |
| Tiaa | Hadley, MA | Jul 2014 - Nov 2020 | 6 |
| Tiaa-cref Individual & Institutional Services, LLC | Hadley, MA | Jul 2014 - Nov 2020 | 6 |
| Wells Fargo Advisors LLC | Northampton, MA | Jan 2013 - Jul 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2010 |
- MA
- TX
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Total Assets Under Management818,776MILLIONS
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Total Number of Accounts1,991,043ACCOUNTS
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Average Account Value$411,230
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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