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Daily Archives: June 7, 2018

Being Offered Equity in a Company

Why You Need a Financial Advisor When Being Offered Equity in a Company

BlogBy Infinitas TeamJune 7, 2018

By working with an advisor who specializes in equity compensation planning, you can be sure the pilot of your financial plan has flown this route before and knows exactly what to look and plan for. They can guide you through asking the right questions and gathering the necessary information to help you make an informed decision.

This communication is strictly intended for individuals residing in the states of AL, AR, AZ, CA, CO, CT, FL, GA, HI, IA, ID, IL, IN, KS, KY, MA, MD, MI, MN, MO, NC, ND, NE, NH, NJ, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, VA, WA, WI, WY. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser.
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