Strengthen Your Portfolio Without Stretching Your Finances
Your firm has recognized the contributions you have made to its performance and success by granting you options to purchase company stock. Representing more than your company’s respect for you as a valued employee, stock options can help you develop a meaningful investment portfolio quickly … often with substantial gain.
That is why the decisions you make regarding your stock options – such as timing the exercise, how to complete the transaction and choosing to hold or sell the acquired shares – should be considered carefully. And since each decision can significantly affect your long-term financial situation, Raymond James financial advisors are there to guide you. We can provide advice designed to help you maximize the benefit of your options.
We Simplify the Process
As Raymond James advisors, we collaborate with our firm’s stock option professionals to provide a step-by-step service. Our stock option experts contact your company to review its stock option exercise rules and then ensure they are followed on your behalf, as well as help complete required forms. If the stock is to be sold, they also assure that the sale complies with Rule 144 and, most important, they offer punctual payment upon completion of the transaction.
1Lending solutions offered by Raymond James Bank, an affiliate of Raymond James & Associates, Inc. and Raymond James Financial Services, Inc. Raymond James & Associates, Inc., Raymond James Financial Services, Inc., and your Raymond James Financial Advisor do not solicit or offer residential mortgage products and are unable to accept any residential mortgage loan applications or to offer or negotiate terms of any such loan. You will be put into contact with a Raymond James Bank employee for your residential mortgage needs.
2Insurance and annuities offered through Raymond James Insurance Group. Raymond James & Associates, Inc., and Raymond James Financial Services, Inc. are affiliated with Raymond James Insurance Group.
Raymond James and its advisors do not offer tax advice. You should discuss any tax matters with the appropriate professional.
Find the straightest path toward your goals with strategies custom-made for executives.
Banking and lending solutions provided by Raymond James Bank. Raymond James Bank, member FDIC, affiliated with Raymond James Financial Services and Raymond James & Associates, Inc.
