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Barnet Goverman
FINANCIAL SOLUTIONS ASSOCIATES
DEDHAM, MA 02026
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CRD#: 1939080
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Professional summary
Barnet Goverman, CFP® is a registered financial advisor currently at FINANCIAL SOLUTIONS ASSOCIATES located in Dedham, Massachusetts.
Barnet is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1989. Barnet has worked at 5 firms and has passed the Series 63 and Series 7 exams.
Question & Answer
What are your service offerings?
Retirement Planning
Investment Planning
Comprehensive Financial Planni...
Retirement Income Management
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Barnet Goverman's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 1993
Experience
Current
April 14, 1994 - Present
FINANCIAL SOLUTIONS ASSOCIATES
Office #1: 990 Washington Street, Dedham, MA 02026RIA
CRD#: 130397
DEDHAM, MA
Past
January 13, 1993 - March 8, 2001
OSAIC WEALTH, INC.
BD
CRD#: 23131
SCOTTSDALE, AZ
Past
January 7, 1991 - February 1, 1994
AMERICAN EXPRESS SERVICE CORPORATION
BD
CRD#: 10518
MINNEAPOLIS, MN
Past
May 23, 1989 - January 22, 1993
IDS LIFE INSURANCE COMPANY
BD
CRD#: 6321
MINNEAPOLIS, MN
Past
May 23, 1989 - January 22, 1993
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
MINNEAPOLIS, MN
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
FS
FINANCIAL SOLUTIONS ASSOCIATES
FINANCIAL SOLUTIONS ASSOCIATES | GOVERMAN, BARNET | GOVERMAN FINANCIAL SOLUTIONS, LLC
CRD#: 130397 / SEC#: 801-121840
RIA
Registered Investment Advisory firm - (7/26/2021 Approved)Florida
Registered Investment Advisory firm - (8/4/2021 Terminated)Massachusetts
Registered Investment Advisory firm - (8/4/2021 Terminated)New Hampshire
Registered Investment Advisory firm - (8/23/2021 Terminated)New York
Registered Investment Advisory firm - (8/4/2021 Terminated)Texas
Registered Investment Advisory firm - (8/4/2021 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Massachusetts(4/14/1994)
IAR
New York(2/16/2024)
IAR
Texas(4/23/2012)
Exams
State Security Law Exam
General Industry/Product Exam
Current Firm
FS
FINANCIAL SOLUTIONS ASSOCIATES
FINANCIAL SOLUTIONS ASSOCIATES | GOVERMAN, BARNET | GOVERMAN FINANCIAL SOLUTIONS, LLC
CRD#: 130397 / SEC#: 801-121840
RIA
Registered Investment Advisory firm - (7/26/2021 Approved)Florida
Registered Investment Advisory firm - (8/4/2021 Terminated)Massachusetts
Registered Investment Advisory firm - (8/4/2021 Terminated)New Hampshire
Registered Investment Advisory firm - (8/23/2021 Terminated)New York
Registered Investment Advisory firm - (8/4/2021 Terminated)Texas
Registered Investment Advisory firm - (8/4/2021 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
990 Washington Street Suite 317, Dedham, MA 02026
Mailing Address
Phone number
(781) 251-0505
Established
Firm type
Fiscal year end
# of Employees
2
SEC notice filing (7 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 568 |
| AUM (Assets Under Management) | $ 155,861,000 |
Red Flags
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Company Information
FINANCIAL SOLUTIONS ASSOCIATES
CRD#: 130397Dedham, MA 02026TRUST BUT VERIFY
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Contact information
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