Unclaimed
Patrick John Power is a financial advisor with World Equity Group, Inc. Patrick has over 20 years of experience in the financial industry, specializing in providing financial planning, investment management and portfolio management services to individuals. Patrick is also a registered representative, holding Series 7, 24, 52, and SIE licenses. Prior to joining World Equity Group, Inc., Patrick worked at J. STREICHER CAPITAL LLC, J.P. TURNER & COMPANY, L.L.C. and OLDE DISCOUNT CORPORATION.
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.
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
IL
05/24/2017 - Present
World Equity Group, Inc. (ARLINGTON HEIGHTS IL)
NY
06/24/2015 - 12/09/2016
J. STREICHER CAPITAL LLC (NEW YORK NY)
GA
04/28/1999 - 09/30/2014
J.P. TURNER & COMPANY, L.L.C. (ATLANTA GA)
MI
12/20/1994 - 03/22/1995
OLDE DISCOUNT CORPORATION (DETROIT MI)
BC
Issued 07/17/1999
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/27/1999
Series 7 - General Securities Representative Examination
BC
Issued 12/19/1994
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
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