Financial Advisors & Wealth Managers
STAY CURRENT ON THE RULES AND STRATEGIES FOR YOUR CLIENTS
myStockOptions.com is an independent resource on the entire range of topics in equity compensation. Developed by industry experts, our website offers unbiased practical information, financial-planning tools, and training courses for continuing professional education 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.
With a Premium or Pro Membership:
Simplify and speed your understanding, knowledge, and research in all aspects of equity compensation financial and tax planning.
Learn and comply with tax and securities laws, explained clearly with links to actual rules published by the IRS, the US Treasury, and the SEC. We offer engaging content by leading experts, plus self-study courses for CFP continuing education credit.
Monitor, track, and model the value and key dates of clients' options, restricted stock, RSUs, and SARs. MSO Pro has special features for advising and communicating with multiple clients, and for giving client presentations.
Attract clients and professional referrals with a profile in AdvisorFind from myStockOptions.com. This benefit is free with your first term of Premium or Pro membership.
Your firm can license a customized version of myStockOptions.com, buy bulk subscriptions to Premium or Pro Memberships for advisors, and/or develop an internal certification program in equity compensation using our Learning Center courses. You can also individually subscribe by becoming a Premium or Pro Member. For information on our offerings, please contact us at info@myStockOptions.com or 617-734-1979.
Many of our Premium and Pro Members are at major securities companies and independent advisory firms. Below is a partial list of current and previous firms with Premium and/or Pro Members. (See also the complete list of companies where employees are or have been subscribers.)
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