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Stock Options
Your company has invested in you as a valued member of its team by rewarding you stock options. When you choose to exercise the options, you need guidance on proper filing, compliance regulations and account management. Financial Consultants have the experience and assisting with qualified Specialists to make this transition an easy one.
Rule 144 Stock Transactions
If you wish to sell your stock which was not purchased on the open market, the sale may be subject to SEC Rule 144. Financial Consultants and Specialists can assist you with the compliance and transactional aspects of adhering to this rule.
Investment Banking
As a public company, you may need assistance with mergers, acquisitions, equity underwriting or private capital placement. The Janney Montgomery Scott LLC Investment Banking professionals rank among the best known investment banking firms for sound financial advice and deal execution. Consult with the Investment Banking professionals today for experienced and sound advice.
Institutional Investment Management
Institutional Investment Management is offered through a Financial Consultant. The Financial Consultant will help the client determine when Institutional Investment Management is appropriate, and if so, what needs to be done to get started. The Financial Consultant will work with the client to review investment goals and objectives, and then will represent those client interests to Parker/Hunter Asset Management. The Financial Consultant also will help existing clients evaluate investment progress, and will provide counsel when adjustments are being considered. Parker/Hunter Asset Management staff is available for review and consultation when appropriate.
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