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John Henry Virva

American Trust Investment Services, Inc.

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About John Henry Virva

John Henry Virva is a financial advisor at American Trust Investment Services, Inc. John has been in the financial services industry for over 40 years, starting their career at A. G. Edwards & Sons, Inc. in 1978. John holds FINRA Series 3, 7, and 63 licenses, as well as the SIE and Series 65 exams. They are registered to sell securities in Arizona, California, Illinois, Iowa, Ohio, South Carolina, and Texas.

Firm Information

John Virva 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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John Virva’s Registration & Firm History

IL

07/13/2016 - Present

American Trust Investment Services, Inc. (CHICAGO IL)

IL

08/31/2009 - 07/08/2016

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

IL

06/01/2009 - 09/02/2009

MORGAN STANLEY SMITH BARNEY (ORLAND PARK IL)

IL

04/02/2007 - 06/01/2009

MORGAN STANLEY & CO. INCORPORATED (ORLAND PARK IL)

IL

11/16/1981 - 04/02/2007

MORGAN STANLEY DW INC. (ORLAND PARK IL)

NA

08/08/1980 - 11/25/1981

KIDDER, PEABODY & CO. INCORPORATED

NA

11/27/1978 - 08/11/1980

A. G. EDWARDS & SONS, INC.

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Licenses & Designations

IA

Issued 07/23/1998

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/09/1981

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/26/1988

Series 3 - National Commodity Futures Examination

BC

Issued 11/18/1978

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 6 public disclosures for John Henry Virva. Review regulatory record here.
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