Unclaimed Profile

Patricia Ann Davidson

WORLD TREND FINANCIAL PLANNING SERVICES, LTD.·CEDAR RAPIDS, Iowa

SIE, Series 6, Series 22, Series 26, Series 39, Series 51, Series 63, Series 65Clean record25 years registeredWORLD TREND FINANCIAL PLANNING SERVICES, LTD.

221 THIRD AVENUE SE SUITE 215, CEDAR RAPIDS, IA 52401CRD# 2191123Firm CRD# 28289

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Patricia Ann Davidson · CEDAR RAPIDS, IA

Registration

CRD #2191123 · WORLD TREND FINANCIAL PLANNING SERVICES, LTD. · 25 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: WORLD TREND FINANCIAL PLANNING SERVICES, LTD.

WORLD TREND FINANCIAL PLANNING SERVICES, LTD.

Aug 2001 – Jan 2019

CEDAR RAPIDS, IA

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 22

Series 26

Series 39

Series 51

Series 63

Series 65

Registration record

First registered · August 6, 2001

Years registered · 25

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

WORLD TREND FINANCIAL PLANNING SERVICES, LTD.

CRD 28289 · SEC 801-68763

AUM

$730M

Regulatory assets under management

Employees

4,062 client accounts

Services offered by WORLD TREND FINANCIAL PLANNING SERVICES, LTD.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at WORLD TREND FINANCIAL PLANNING SERVICES, LTD. →

Introduction

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Frequently Asked Questions

What services does Patricia Ann Davidson offer?

Patricia Ann Davidson specializes in Financial Planning, Investment Management, Wealth Management.

What are Patricia Ann Davidson's credentials?

Patricia Ann Davidson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Patricia Ann Davidson located?

Patricia Ann Davidson is based in CEDAR RAPIDS, Iowa, last registered with WORLD TREND FINANCIAL PLANNING SERVICES, LTD..

How does Patricia Ann Davidson charge for services?

Patricia Ann Davidson's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is WORLD TREND FINANCIAL PLANNING SERVICES, LTD.?

WORLD TREND FINANCIAL PLANNING SERVICES, LTD. has approximately 16 employees and manages $730M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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