Financial advisor for RSU stock sales, investment analysis and advice - Redmond, WA, United States - beBee Handyman

beBee Handyman
beBee Handyman
Verified Company
Redmond, WA, United States

3 weeks ago

Jessica Williams

Posted by:

Jessica Williams

beBee Recruiter


Freelance
Description
Good afternoon, I have RSU shares and employee program shares. I would like to sell around 15k USD in shares and I am not familiar with the best way to exchange currency and how it will affect my tax declaration and what taxes I must pay on the profits. Thank you.
  • How do you feel about managing and organizing your finances?
  • I am comfortable but I want to improve them.

  • What stage are you at in your professional career?
  • Senior level / management.

  • What are your annual income?
  • More than 75,000 euros per year.

  • What type of financial assistance or planning do you need from the advisor?
  • Sale of RSU shares, analysis and advice on investments, tax planning, income tax declaration.

  • Where do you want to receive the service from the advisor?
  • At the advisor's office, online or by phone.

  • Indicate the date or approximate dates to start
  • In the next few days.

  • Preferred schedule
  • All day.
Service preference: Quality/price ratio.

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