Many people own stock that has been held for a significant period of time and is worth considerably more than what they paid for it. Often this is a source of wealth that has been inherited or accumulated through years of purchasing within a company 401K. At Majestic Financial, we may recommend Options Contracts to create more income from the potential sale of the stock than could be generated by simply placing a trade to sell the shares. Options Contracts can also be used as protection from the loss of market value. Depending on the complexity of the contract, these investments can create an increased level of risk and are therefore not appropriate for all clients. Majestic Financial advisors discuss the risks and rewards with clients before opening Options accounts and prior to placing trades. In addition, there are disclosure documents for clients. Financial Consultant Sean Budlong runs the Options trading for specific and qualified investors, with the help from Senior Client Service Manager Kendra Omans.
Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.
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Investment advisory services offered through Raymond James Financial Services Advisors, Inc.. Majestic Financial is not a registered broker/dealer and is independent of Raymond James Financial Services.