Invested Better
Unclaimed

Unclaimed

Unclaimed

Barbara Kay Evans

American Trust Investment Services, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Barbara? Claim Your Profile

About Barbara Kay Evans

Barbara Evans is a registered representative with American Trust Investment Services, Inc., having joined the firm on October 17, 2019. Barbara has been in the securities industry since June 6, 1980. Barbara has experience with Forest Securities, Inc. and First Illinois Securities Inc. Barbara is Series 7 and SIE licensed. Barbara is registered in Illinois and Florida.

Firm Information

Barbara Evans is currently registered with American Trust Investment Services, Inc.. American Trust Investment Services, Inc. is a corporation formed in December 1968. The firm is registered with the SEC and in all 50 states, as well as the District of Columbia and Puerto Rico. The firm has reported 4 regulatory events.

Not reported

Assets Under Management

Not reported

Total Clients

31

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Barbara Evans’s Registration & Firm History

IL

10/17/2019 - Present

American Trust Investment Services, Inc. (CHICAGO IL)

IL

02/18/2017 - 11/27/2019

FOREST SECURITIES,INC. (Bourbonnais IL)

IL

08/16/1994 - 02/28/2017

FIRST ILLINOIS SECURITIES INC. (BOURBONNAIS IL)

IL

10/24/1979 - 12/31/1993

LASALLE ST SECURITIES, L.L.C. (ELMHURST IL)

Not sure if Barbara Kay Evans is right for you?

Licenses & Designations

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/20/1979

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Barbara Kay Evans.
Not sure if Barbara Kay Evans is right for you?