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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Ray Davidson is a financial advisor at First Security Capital, LLC with over 20 years of experience in the financial services industry. Patrick has expertise in financial planning, pension consulting, and portfolio management for individuals, businesses, and pooled investment vehicles. Patrick is licensed to offer investment advice in Idaho and holds Series 6 and 63 licenses.
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.
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.
Cancellation fee of $500 within 30 days. $1500 from 31-60 days
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ID
06/17/2024 - Present
First Security Capital, LLC (NAMPA ID)
ID
04/06/2000 - 01/18/2001
UNITED HERITAGE FINANCIAL SERVICES, INC. (MERIDIAN ID)
NE
04/01/1996 - 03/20/2000
AMERITAS INVESTMENT CORP. (LINCOLN NE)
DE
09/28/1994 - 02/28/1996
PML SECURITIES COMPANY (NEWARK DE)
NE
07/01/1993 - 09/27/1994
SECURITIES AMERICA, INC. (LAVISTA NE)
MN
06/24/1992 - 07/01/1993
MIMLIC SALES CORPORATION (ST. PAUL MN)
MN
07/20/1990 - 10/22/1991
MIMLIC SALES CORPORATION (ST. PAUL MN)
IA
Issued 03/21/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/05/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/07/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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