Cashless Stock Options

 

Stock options align the interests of top executives with those of the corporation they work for. Exercising them should not be a complex and onerous process.

Leveraging innovative technology, we offer a cashless stock option service that makes selling stock options simple and efficient. We pride ourselves on creating flexible solutions that suit a company’s unique needs.

Employees are not required to put up any cash or enter into a loan agreement with any financial institution. You need only confirm your stock option ownership and deliver the securities to Richardson Wealth by the settlement date.

How it works

1.

Forward an authorized stock option request directly to us.

 

2.

We execute the trade.

 

3.

Once complete, we will confirm trade details and settlement date.

 

4.

Proceeds are released in exchange for delivery of shares.

 

Interested in learning more?

Give us a call, email or book an appointment today.

Contact us