Nicholas Davidson
Kasson,MN
Summary
Financial professional with deep expertise in investment strategies, risk management, and client relationship-building. Known for strong analytical skills, effective communication, and collaborative approach to achieving financial goals. Flexible and adaptable to changing market conditions, ensuring optimal results for clients and team synergy. Highly skilled in financial planning, portfolio management, and regulatory compliance.
Overview
13
13
years of professional experience
Work History
Financial Advisor
Integrated Capital Partners
10.2024 - Current
- Worked with clients on various financial matters as a fiduciary and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios
Financial Advisor
Park Avenue Securities
09.2016 - 10.2024
- Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
- Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
- Delivered strategic investment advice for individual clients
Financial Representative
Guardian Life Insurance Company
09.2016 - 10.2024
- Met with customers to assess needs, financial status, and eligibility.
- Worked with clients with life, long-term care or disability insurance accounts to increase profitability and account longevity.
- Developed and maintained strong knowledge of multiple products and varying levels of benefits within each product.
Insurance Agent
Farm Bureau Financial Services
08.2011 - 09.2016
- Expanded client base by actively prospecting for new business opportunities and generating referrals.
- Built strong relationships with clients through consistent communication and excellent customer service.
- Determined client needs and financial situations by listening and scheduling fact-finding appointments.
Registered Representative
Farm Bureau Financial Services
08.2011 - 09.2016
- Shared details regarding financial products and services with clients.
- Enhanced client understanding of complex financial concepts by delivering clear and concise explanations tailored to their unique circumstances.
- Continuously monitored market trends to stay up-to-date on relevant news affecting clients'' portfolios, enabling proactive adjustments when necessary.
- Identified new business opportunities by networking within the local community and attending industry events, leading to an expanded client base.
Education
Business
University of Minnesota-Duluth
Duluth, MNSkills
- Investment advice
- Relationship building and management
- Analytical thinking
- Retirement planning
- Financial advising
- Risk assessment
- Wealth management
- Insurance planning
Timeline
Financial Advisor
Integrated Capital Partners
10.2024 - Current
Financial Advisor
Park Avenue Securities
09.2016 - 10.2024
Financial Representative
Guardian Life Insurance Company
09.2016 - 10.2024
Insurance Agent
Farm Bureau Financial Services
08.2011 - 09.2016
Registered Representative
Farm Bureau Financial Services
08.2011 - 09.2016
Business
University of Minnesota-Duluth
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