Sentences with phrase «assets at another brokerage firm»
If you are concerned about the status of your assets at another brokerage firm, you might consider moving them to ABC.
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Donors can open accounts at many brokerage firms or large foundations, and then make gifts of cash, marketable securities, and even hard - to - value assets.
If the property consists of cash or other financial assets (such as stocks and bonds), a common method is to open a custodial account at a financial institution such as a bank, brokerage firm or mutual fund company with a designation something like this:
Fatima C.: In order to transfer assets from one IRA to another IRA at a different brokerage firm, the IRA types must match.
Closed - end fund shares are initially sold at a premium to net asset value, with the premium representing the money earned by the brokerage firms concerned.
On CPPIB's part, the venture represents the ability to invest a large sum of capital at once in stabilized U.S. commercial assets — one of the best investment alternatives for institutional players in today's market, according to Bill Rose, national director of the retail group with Marcus & Millichap Real Estate Investment Services, an Encino, Calif. - based brokerage firm.