Patricia Davidson

Chairman/Partner at World Trend Financial - , ,

Patricia Davidson's Colleagues at World Trend Financial

Lorene Cervenka

Executive Assistant

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Brad CFP

Partner & Vice President

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Sarah Specht

Investment Advisor Representative

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Becky Shanahan

Associate Financial Representative

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Sarah Nolte

Investment Advisor Representative

Contact Sarah Nolte

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Patricia Davidson's Contact Details

Email (Verified)
***@www.worldtrendfps.com

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Mobile Number
(XXX) XXX-XXXX

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HQ
["(319) 862-1100","(319) 339-4884","319-339-4884","+1 319 339 4884","319-364-3041","(319) 365-7637","319-364-2945","(319) 364-3041","779-210-3872","+13193643041 ","((319) 435-8887)","+1 319-364-3041"]

Location

Company
World Trend Financial

Patricia Davidson's Company Details

World Trend Financial

, , • 11 - 50 Employees
Financial Services

Established in 1991, World Trend Financial is an investment advisory firm. We focus exclusively on investment management and financial planning for individuals and businesses. We have offices in Cedar Rapids and Iowa City, IA. World Trend Financial offers investment advisory services.Securities are offered through Ausdal Financial Partners, Inc., 5187 Utica Ridge Rd, Davenport, IA. 52807 (563)326‐2064. Member FINRA/SIPC. World Trend Financial and Ausdal Financial Partners, Inc. are independently owned and operated. Our close affiliation with the accounting firm Terry Lockridge & Dunn gives our clients an added advantage. This partnership combines the insight of the accounting profession with the foresight of financial planning. It allows us to address all of your financial needs.World Trend Financial's services include:-Investment Management-Individual Retirement Planning-Retirement Plans-Estate Planning-Insurance Analysis-Education Planning-Family Office-Portfolio Analysis-ConsultingOur firm is driven by a single mission: To maximize the wealth of our clients and help them achieve their financial goals.

Details about World Trend Financial

Frequently Asked Questions about Patricia Davidson

Patricia Davidson currently works for World Trend Financial.

Patricia Davidson's role at World Trend Financial is Chairman/Partner.

Patricia Davidson's email address is ***@www.worldtrendfps.com. To view Patricia Davidson's full email address, please signup to ConnectPlex.

Patricia Davidson works in the Financial Services industry.

Patricia Davidson's colleagues at World Trend Financial are Tory Meiborg, Lorene Cervenka, Donna Sanders, Brad CFP, Sarah Specht, Becky Shanahan, Sarah Nolte and others.

Patricia Davidson's phone number is ["(319) 862-1100","(319) 339-4884","319-339-4884","+1 319 339 4884","319-364-3041","(319) 365-7637","319-364-2945","(319) 364-3041","779-210-3872","+13193643041 ","((319) 435-8887)","+1 319-364-3041"]