Denise Govoni, financial advisor Framingham MA

Denise Govoni

CRD Number: 5045218
Current Firm: Fidelity Personal And Workplace Advisors

Denise Govoni (CRD# 5045218) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Framingham, MA and has over 11 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.

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Fidelity Personal And Workplace Advisors
Professional Designations
Company Name Location Dates Years
Fidelity Investments Framingham, MA Nov 2020 - Current 1
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
Morgan Stanley Smith Barney Springfield, MA Dec 2009 - Jan 2013 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2010
Contact Info for Denise M. Govoni
Phone Number: 617-563-7000
Firm Website: http://www.fidelity.com
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    566,242
    MILLIONS
  • Total Number of Accounts
    1,216,586
    ACCOUNTS
  • Average Account Value
    $465,435
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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