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Margaret Jean Fredrickson

Capital Analysts

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About Margaret Jean Fredrickson

Margaret Fredrickson is an active investment advisor representative. She is licensed in Massachusetts and currently works for Capital Analysts. Margaret has been in the industry for over 24 years. Her previous employment includes Capital Analysts, Incorporated, and Lincoln Investment. Margaret has passed the Uniform Combined State Law Examination, the Securities Industry Essentials Examination, and the Investment Company Products/Variable Contracts Representative Examination. Margaret holds specializations in pension consulting, selection of other advisers, and portfolio management for businesses and individuals.

Firm Information

Margaret Fredrickson is currently registered with Capital Analysts. Capital Analysts, located in FORT WASHINGTON, PA, is a registered investment advisor with approximately $7,095,906,836 in regulatory assets under management. The firm offers investment advisory services to individuals, businesses, pension plans, and charitable organizations. Capital Analysts also participates in wrap fee programs.
Capital Analysts

601 OFFICE CENTER DRIVE

FORT WASHINGTON, PA 19034-3232

$7.10B

Assets Under Management

74

Total Clients

63

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.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Margaret Fredrickson’s Registration & Firm History

MA

08/22/2012 - Present

Capital Analysts (Braintree MA)

MA

12/15/1998 - 06/01/2012

CAPITAL ANALYSTS, INCORPORATED (BRAINTREE MA)

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Licenses & Designations

BOTH

Issued 12/02/1998

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/14/1998

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Margaret Jean Fredrickson.
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