Personal Finance
Personal Finance
Cashless Exercise

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If unexercised stock options constitute a significant portion of your assets, you face unique challenges. Such concentrated exposure to one company may represent more risk than you're comfortable assuming. Perhaps you are limited in the steps you can take to diversify your portfolio. Do you want to lock in unrealized gains? Turning paper wealth into real money with PNC Wealth Management.

More options for your stock options.
If your company has rewarded you with stock options, PNC Investments, an affiliate of PNC, is a registered broker-dealer and member of FINRA, and SIPC, can help you exercise these options and realize their value without an upfront outlay of cash. A "cashless exercise" can allow you to reap the financial rewards of your stock options without disturbing your current investment portfolio or securing separate financing.

Take advantage of a margin loan through Hilliard Lyons.
Hilliard Lyons, is a registered broker-dealer and member of FINRA, and SIPC, offers a margin loan program specifically tailored for company executives with significant option positions. Available to you with no additional paperwork, a Hilliard Lyons margin loan offers competitive interest rates and commission costs, as well as flexible repayment terms. We take the pain out of exercising your options, and help you generate the liquidity you need to pursue your financial objectives.

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