Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Daniel Altobello is a financial advisor with American Trust Investment Services, Inc. John has been in the financial services industry since 2006. John holds the Series 63, Series 22, and Series 22TO licenses, and is registered in Connecticut and New York. John's previous experience includes positions with Wes Investments, LLC and Welton Street Investments LLC.
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
04/10/2023 - Present
American Trust Investment Services, Inc. (San Clemente CA)
IN
02/01/2021 - 11/15/2022
AMERICAN TRUST INVESTMENT SERVICES, INC. (WHITING IN)
MA
04/09/2008 - 04/30/2009
WES INVESTMENTS, LLC (BRAINTREE MA)
CO
04/28/2006 - 03/11/2008
WELTON STREET INVESTMENTS LLC (DENVER CO)
BC
Issued 03/06/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/30/2021
Series 22TO - Direct Participation Programs Representative Examination
BC
Issued 01/16/2021
SIE - Securities Industry Essentials Examination
BC
Issued 04/27/2006
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
F
FINRA
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