106 Things We Do For Clients, No. 37

by | Aug 9, 2017 | *Financial Awakenings, Fee Only Financial Planning

No. 37 of 106 Things We Do For Clients

Help facilitate holding and warehousing mutual funds, stocks, bonds, and other securities. The days of holding a physical certificate that represent a security interest aren’t completely in the past. We still have clients bring us certificates of ownership. Holding such securities in a safe or bank safe deposit box isn’t the most efficient or safe way to store them. It can take weeks or months to liquidate a paper certificate, making it impossible to control the timing of the sale. A selling opportunity can be completely lost. We will help you convert your paper certificates to a safe, online form where the shares can be liquidated in seconds, allowing you to take advantage of selling when the time is right.

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