Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ivan? Claim Your ProfileIvan West has been in the financial services industry for over 17 years. Ivan is currently registered with American Trust Investment Services, Inc. and is licensed in 27 states, including California, Florida, Illinois, New York and Texas.
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.
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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2
CA
06/09/2020 - Present
American Trust Investment Services, Inc. (San Clemente CA)
CA
11/01/2017 - 06/08/2020
WESTPARK CAPITAL, INC. (LOS ANGELES CA)
SC
07/25/2013 - 10/31/2017
SANDLAPPER SECURITIES, LLC (GREENVILLE SC)
KS
05/05/2011 - 07/22/2013
ARI FINANCIAL SERVICES, INC. (OVERLAND PARK KS)
UT
11/23/2009 - 04/28/2011
OMNI BROKERAGE, INC. (SOUTH JORDAN UT)
CA
09/23/2009 - 11/17/2009
BRICKYARD FINANCIAL, LLC (POWAY CA)
UT
11/24/2005 - 06/09/2009
OMNI BROKERAGE, INC. (DRAPER UT)
BOTH
Issued 01/24/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/23/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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