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Patrick John Power

World Equity Group, Inc.

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About Patrick John Power

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.

Firm Information

Patrick Power is currently registered with World Equity Group, Inc.. World Equity Group, Inc. is a corporation formed in September 1991 and headquartered in Schaumburg, Illinois. The firm provides financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisers, and portfolio management services to individuals, corporations, and pension and profit-sharing plans. World Equity Group, Inc. manages over $858 million in assets for 3,109 clients.
World Equity Group, Inc.

425 N MARTINGALE RD

SCHAUMBURG, IL 60173

$858.55M

Assets Under Management

Not reported

Total Clients

147

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Patrick Power’s Registration & Firm History

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)

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Patrick John Power. Review regulatory record here.
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