Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paige? Claim Your ProfilePaige Power has been in the financial services industry since 1995. Paige is currently registered with Fidelity Personal And Workplace Advisors. Paige has been with Fidelity since 2019. Before that, Paige worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Summit Equities, Inc. Paige's licenses include Series 7, Series 63, and Series 66. Paige also holds the Certified Financial Planner designation. Paige provides financial planning, portfolio management for individuals and businesses, and educational seminars.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
1
2
FL
10/08/2021 - Present
Fidelity Personal AND Workplace Advisors (WELLINGTON FL)
NJ
11/16/2005 - 01/17/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (RED BANK NJ)
NJ
10/08/2001 - 11/16/2005
SUMMIT EQUITIES, INC. (PARSIPPANY NJ)
NA
05/06/1993 - 07/11/1994
DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION
NA
03/30/1990 - 12/22/1992
AUTRANET, INC.
NA
08/18/1988 - 04/05/1990
SHEARSON LEHMAN HUTTON INC.
NA
08/26/1987 - 07/14/1988
DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION
BOTH
Issued 10/19/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/18/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/05/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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