Corporate Executive Services

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Stifel possesses the experience and expertise required to offer guidance and support to corporations and their executives as they face the varied, and often complicated, issues relating to employee ownership of their company's stock. Stifel is equipped to handle such complex issues on both a corporate and an individual basis, such as:


  • Cashless Stock Option Exercises
  • Control & Restricted Stock sales
  • Rule 10b5-1 Plans 
  • Lending on Control & Restricted Stock

For more information, please contact KB Wealth Management at (781) 239-2811.