Financial Advisors & Wealth Managers
STAY CURRENT ON THE RULES AND STRATEGIES FOR YOUR CLIENTS
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Sue Stevens, Morningstar.com
myStockOptions.com is an independent resource on the entire range of topics in equity compensation. Developed by industry experts, our site offers unbiased professional excellence without conflicts of interest. Our always up-to-date content gives you strategies, insights, and solutions to help you serve your clients. Our portfolio-tracker, calculators, and modeling tools, whether used for simple or complex financial planning, are fast, reliable, and easy to master.
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Many of our Premium and Pro Members are at major securities companies and independent advisory firms. A partial list is below. (See also the complete list of companies where employees are or have been subscribers.)
|"A boutique firm, we use your site to analyze and anticipate our clients' stock options. Love your website."
Jared Roskelley, CFP, Jackson Financial Advisors
Major Securities/Brokerage Firms
Charles Schwab & Co.
Bank of America Merrill Lynch
Independent Financial Advisory/Wealth Management Firms
New England Divorce Solutions
Trinity Financial Advisors
Summit Financial Strategies
CapTrust Financial Advisors
Thomas & Assoc. Financial Advisors
Lydian Wealth Management