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Patricia Davidson

Chairman/Partner at <span class="not-italic font-text_font lg:text-[18px] text-[16px] font-bold claimed">World Trend Financial</span>
Intro Book
Patricia Davidson is a seasoned financial expert with 37 years of experience in retirement planning, financial planning, and wealth management, serving as Chairman/Partner at World Trend Financial.
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Location
Cedar Rapids, Iowa, United States, US
Skills
  • Retirement Planning
  • Financial Planning
  • Investments
  • Investment Advisory
  • Wealth Management
  • Show all
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Bio

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Patricia Davidson is a seasoned financial expert with extensive experience in retirement planning, financial planning, and investments. She has held key positions at World Trend Financial, where she served as Chairman/Partner from May 1987 to present, overseeing financial and retirement planning, eldercare planning, estate and wealth transfer planning, and asset management. Prior to joining World Trend Financial, Patricia worked as Director of Operations at Hand Implement from April 1982 to April 1987. Patricia holds a strong educational background and is proficient in multiple languages, including English. She has honed her skills in investment advisory, wealth management, asset allocation, mutual funds, retirement, and portfolio management.

Credentials

  • FINRA Certification
    -
    Jan, 1991
    - May, 2026

Experience

  • World Trend Financial
    • Cedar Rapids, Iowa Area
    • Chairman/Partner
      • May 1987 - Present
      • Cedar Rapids, Iowa Area

      - Financial & retirement planning- Eldercare planning- Estate & wealth transfer planning- Asset management

  • Hand Implement
    • Director of operations
      • Apr 1982 - Apr 1987

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Financial Services”

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