Margaret Frease (CRD# 5949558) is an Investment Advisor Representative working at Williamson Wealth Management in Canton, OH and has over 12 years of experience in the finance industry.
CRD# 5523862
Whitaker-myers Wealth Managers, Ltd.
CRD# 5532114
Stifel, Nicolaus & Company, Incorporated
CRD# 4629095
Mml Investors Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Blackstone Wealth Management Inc. | Canton, OH | Feb 2018 - Current | 6 |
| Self Employed | Massillon, OH | Jun 1998 - Current | 25 |
| Legacy Investment Group, LLC | Canton, OH | Jan 2012 - Mar 2018 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Aug 2011 |
- OH
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Total Assets Under Management18MILLIONS
-
Total Number of Accounts198ACCOUNTS
-
Average Account Value$88,889
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Publication of periodicals or newsletters
- Educational seminars/workshops
OH
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