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My father-in-law has generously transferred stock to our children over the years for use for college expenses. It is now necessary to use some of the money and we need a stock broker to help us decide what to sell, what to do with stocks from companies that have gone bankrupt, and other such questions. I found recommendations for financial planners on the website, but nothing about brokers. Any suggestions for individuals or particular companies (especially in Berkeley) would be greatly appreciated. Stock Novice
After 6 unhappy years as an E*TRADE customer, I am finally so fed
up that I'm willing to go through the hassle of moving our
accounts. But to where? The first one that came to mind was
Schwab, but unlike E*TRADE, they charge quarterly fees if your
total assets with them are under $50K (an amount which, thanks to
the last 3 years, we are solidly under). Checking the Motley Fool
I see there is something called ''Harris Direct'' and there's
Ameritrade, as well as many others, I'm sure.
The things that are important to us are (in equal importance):
1. good/respectable customer service
2. online access
3. a large variety of funds from which to choose for investing
(not just a few families),
4. and low fees (of course)
Does anyone have a good recommendation?
anon
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