Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Margaret? Claim Your ProfileMargaret Fretz is an Investment Advisor Representative associated with Blue Edge Capital, LLC. Margaret has been in the financial services industry since 1994 and holds a Series 7, 63 and 65 license. She specializes in providing portfolio management services for individuals and businesses. Margaret Fretz has been with Blue Edge Capital, LLC since November 2010.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
VA
06/27/2011 - Present
Blue Edge Capital, LLC (RICHMOND VA)
VA
11/25/1996 - 03/26/1998
SCOTT & STRINGFELLOW, INC. (RICHMOND VA)
VA
04/22/1996 - 10/09/1996
CRESTAR SECURITIES CORPORATION (RICHMOND VA)
VA
07/26/1994 - 04/19/1996
BRANCH, CABELL AND COMPANY (RICHMOND VA)
IA
Issued 06/24/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/05/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/25/1994
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Margaret Fretz is the right advisor for you? Invested Better is here to help.
