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David Velasquez

American Trust Investment Services, Inc.

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About David Velasquez

David Velasquez is a financial professional registered with American Trust Investment Services, Inc. David is a Series 7TO and SIE licensed representative. David joined American Trust Investment Services, Inc. on January 22, 2024. David's current employment is located in Lisle, IL. David is active in the Broker-dealer (BC) scope and is not in scope for Investment Advisor (IA).

Firm Information

David Velasquez 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.

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David Velasquez’s Registration & Firm History

IL

01/22/2024 - Present

American Trust Investment Services, Inc. (Lisle IL)

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Licenses & Designations

BC

Issued 01/22/2024

Series 7TO - General Securities Representative Examination

BC

Issued 11/08/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for David Velasquez.
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