Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Power is a financial advisor based in Westfield, NJ. Brian has been in the financial services industry for over 30 years and has a strong track record of success. Brian is a Certified Financial Planner™ and holds both Series 7 and Series 63 licenses. Brian is currently affiliated with Summit Financial, LLC, where he provides financial planning and portfolio management services to a diverse clientele. Brian has prior experience with BCG Securities, Inc., LPL Financial LLC, NRP Financial, Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Brian is committed to providing his clients with personalized financial advice and helping them achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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NJ
01/03/2025 - Present
Summit Financial, LLC (PARSIPPANY NJ)
NJ
10/04/2011 - 03/02/2015
BCG SECURITIES, INC. (WESTFIELD NJ)
NJ
11/30/2010 - 10/13/2011
LPL FINANCIAL LLC (WESTFIELD NJ)
NJ
01/15/2010 - 11/30/2010
NRP FINANCIAL, INC. (WEST FIELD NJ)
NJ
06/08/1993 - 01/19/2010
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEWARK NJ)
IA
Issued 06/29/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/25/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/02/2015
SIE - Securities Industry Essentials Examination
BC
Issued 04/21/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 06/07/1993
Series 7 - General Securities Representative Examination
Active
Inactive
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