Investment considerations for company stock benefits
Employer stock plans offer an important benefit in rewarding you as an employee and providing ownership in your company. It is important, however, to know the choices you have once these assets become available to you. In this seminar we’ll provide an overview of stock plan benefits, discuss considerations for how to integrate company stock plan assets within your overall portfolio, and how this may help in achieving your financial goals. Following this seminar at 2 PM EST, we will have an informative session on Mutual Funds and ETFs, and how to use these vehicles as part of a diversified approach to investing.
Senior Stock Plan Participant Educator
Carlos Reyes has been with E*TRADE Financial since 2016 and is currently the Senior Stock Plan Participant Educator, responsible for helping participants have a high-quality experience and receive the education and support they require. Carlos has been in the financial services industry since 1992 and has worked in brokerage services, marketing, and as a business owner. Carlos holds a master of business administration from the University of Dallas and a bachelor of science degree from the University of North Texas. Carlos is a Chartered Retirement Planning CounselorSM and holds FINRA Series 7, 66, and 63 licenses.