Margreta Hartje-SwansonCRD Number: 1413508
Current Firm: Securities America Advisors, Inc.
Margreta Hartje-Swanson (CRD# 1413508) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Charlottesville, VA and has over 32 years of experience in the finance industry.
Marotta Wealth Management, Inc.
Chase Investment Counsel Corporation
Cypress Financial Planning
|Securities America Advisors, Inc.||Charlottesville, VA||Oct 2003 - Current||14|
|Securities America, Inc.||Charlottesville, VA||Sep 2003 - Current||14|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 1985|
|S65||NASAA Investment Advisors Law Examination||Nov 1993|
Total Assets Under Management13,433MILLIONS
Total Number of Accounts92,356ACCOUNTS
Average Account Value$145,443
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops