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Sargent Wealth Management of Janney Montgomery Scott

Sargent Wealth Management is a boutique team catering to the needs of a small group of high-net-worth individuals and small to medium sized institutions. Janney At A Glance. Send Peter A Message. 2015 Janney Montgomery Scott LLC Member NYSE. Peter Sargent is registered in the following states: AL, AZ, CA, CO, CT, DE, FL, GA, IN, KS, KY, MA, MD, MN, NC, NH, NJ, NY, PA, TX, VA, VI, VT, WI. Ryan J. Hamilton is registered in the following states: CO, DE, FL, NJ, NY, PA, TX, WI. About Peter H. Sargent.

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Sargent Wealth Management of Janney Montgomery Scott | sargentwealthmanagement.com Reviews

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Sargent Wealth Management is a boutique team catering to the needs of a small group of high-net-worth individuals and small to medium sized institutions. Janney At A Glance. Send Peter A Message. 2015 Janney Montgomery Scott LLC Member NYSE. Peter Sargent is registered in the following states: AL, AZ, CA, CO, CT, DE, FL, GA, IN, KS, KY, MA, MD, MN, NC, NH, NJ, NY, PA, TX, VA, VI, VT, WI. Ryan J. Hamilton is registered in the following states: CO, DE, FL, NJ, NY, PA, TX, WI. About Peter H. Sargent.

<META> KEYWORDS

1 Peter Sargent

2 Pete Sargent

3 Justin Muni

4 Christine Lindsay

5 Certified Financial Planner

6 Certified Financial Planners

7 CFP Yardley

8 CFP Newtown

9 CFP

10 FA Newtown

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Sargent Wealth Management of Janney Montgomery Scott | sargentwealthmanagement.com Reviews

https://sargentwealthmanagement.com

Sargent Wealth Management is a boutique team catering to the needs of a small group of high-net-worth individuals and small to medium sized institutions. Janney At A Glance. Send Peter A Message. 2015 Janney Montgomery Scott LLC Member NYSE. Peter Sargent is registered in the following states: AL, AZ, CA, CO, CT, DE, FL, GA, IN, KS, KY, MA, MD, MN, NC, NH, NJ, NY, PA, TX, VA, VI, VT, WI. Ryan J. Hamilton is registered in the following states: CO, DE, FL, NJ, NY, PA, TX, WI. About Peter H. Sargent.

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sargentwealthmanagement.com

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Our Team : Sargent Wealth Management of Janney Montgomery Scott

http://www.sargentwealthmanagement.com/Our-Team.2.htm

Peter H. Sargent, CFA,. Peter Sargent is an Executive Vice. President/Wealth Management at Janney Montgomery Scott and the founder of Sargent Wealth Management. Taking into consideration the changes to the financial landscape that have taken place over the past several years, Peter made a decision in early 2012, to part ways with Merrill Lynch to join Janney Montgomery Scott, LLC. Peter felt as though Janney better positioned him and his clients for success in reaching their long-term goals. As a 2011 Pr...

2

About Janney Montgomery Scott LLC : Sargent Wealth Management of Janney Montgomery Scott

http://www.sargentwealthmanagement.com/About-Janney-Montgomery-Scott-LLC.6.htm

About Janney Montgomery Scott LLC. Visit the Janney Coprorate Site. Peter Sargent is registered in the following states: AL, AZ, CA, CO, CT, DE, FL, GA, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MT, NC, NE, NH, NJ, NM, NY, OH, OR, PA, SC, TX, VA, VI, VT, WI. Ryan J. Hamilton is registered in the following states: AL, AZ, CA, CO, CT, DE, FL, GA, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, NC, NE, NH, NJ, NM, NY, OH, PA, SC, TX, VA, VI, VT, WI. About Peter H. Sargent.

3

About Peter H. Sargent : Sargent Wealth Management of Janney Montgomery Scott

http://www.sargentwealthmanagement.com/About-Peter-H--Sargent.1.htm

About Peter H. Sargent. Peter H. Sargent, CFA,. Peter Sargent is an Executive Vice President/Wealth Management at Janney Montgomery Scott and the founder of Sargent Wealth Management. Peter holds both the CFA designation and CFP. Peter has been featured on several national broadcasts as a spokesperson discussing a variety of financial topics. In addition, Peter was featured in. Magazine’s Top 40 Advisors Under 40 and was selected to the annual. Top 1,000 Advisers . Most recently, Peter was listed in the.

4

Our Areas of Specialization : Sargent Wealth Management of Janney Montgomery Scott

http://www.sargentwealthmanagement.com/Our-Areas-of-Specialization.5.htm

Our Areas of Specialization. Peter Sargent has direct experience dealing with the following client situations:. Experience with senior executives of public companies including a number of Presidents and CEOs. Handle Rule 144 transactions for multiple 16b insiders. Exercised stock options that were large enough that we needed to consider volume limitations and the possible effects of market movements from the trades. Discussed and worked with non-Qualified plans (VEBA trusts, Rabbi trusts, etc.). Credit S...

5

Our Location

http://www.sargentwealthmanagement.com/location.cfm

Janney Montgomery Scott LLC. 1020 Stony Hill Road. Corporate Center Suite 150. Toll Free: (866) 624-8181. Peter Sargent is registered in the following states: AL, AZ, CA, CO, CT, DE, FL, GA, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MT, NC, NE, NH, NJ, NM, NY, OH, OR, PA, SC, TX, VA, VI, VT, WI. Ryan J. Hamilton is registered in the following states: AL, AZ, CA, CO, CT, DE, FL, GA, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, NC, NE, NH, NJ, NM, NY, OH, PA, SC, TX, VA, VI, VT, WI. About Peter H. Sargent.

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Sargent Wealth Management of Janney Montgomery Scott

Sargent Wealth Management is a boutique team catering to the needs of a small group of high-net-worth individuals and small to medium sized institutions. Janney At A Glance. Send Peter A Message. 2015 Janney Montgomery Scott LLC Member NYSE. Peter Sargent is registered in the following states: AL, AZ, CA, CO, CT, DE, FL, GA, IN, KS, KY, MA, MD, MN, NC, NH, NJ, NY, PA, TX, VA, VI, VT, WI. Ryan J. Hamilton is registered in the following states: CO, DE, FL, NJ, NY, PA, TX, WI. About Peter H. Sargent.

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