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Leonidas Kopulos

American Trust Investment Services, Inc.

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About Leonidas Kopulos

Leonidas Kopulos is a financial professional with over 40 years of experience in the industry. Leonidas currently works with American Trust Investment Services, Inc. in Whiting, Indiana. Leonidas is registered with FINRA and the state of Indiana. Leonidas holds Series 7, Series 63 and SIE licenses. Prior to joining American Trust Investment Services, Inc., Leonidas held positions at Birkelbach Investment Securities, Inc., Ryan Beck & Co., Gruntal & Co., L.L.C., Raymond James & Associates, Inc., Roney & Co., Roney & Co. L.L.C., Evern Securities, Inc. and Blunt Ellis & Loewi Incorporated.

Firm Information

Leonidas Kopulos 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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Leonidas Kopulos’s Registration & Firm History

IN

03/14/2012 - Present

American Trust Investment Services, Inc. (WHITING IN)

IL

03/13/2006 - 04/05/2012

BIRKELBACH INVESTMENT SECURITIES, INC. (CHICAGO IL)

IL

04/29/2002 - 03/28/2006

RYAN BECK & CO. (CHICAGO IL)

NY

07/20/2001 - 05/20/2002

GRUNTAL & CO., L.L.C. (NEW YORK NY)

FL

06/16/1998 - 06/29/2001

RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)

MI

05/11/1998 - 09/25/1999

RONEY & CO. (DETROIT MI)

NA

11/09/1994 - 05/11/1998

RONEY & CO. L.L.C.

MI

10/03/1994 - 05/11/1998

RONEY & CO. L.L.C. (DETROIT MI)

MO

09/04/1990 - 08/23/1994

EVEREN SECURITIES, INC. (ST. LOUIS MO)

NA

03/15/1982 - 09/04/1990

BLUNT ELLIS & LOEWI INCORPORATED

NA

07/24/1980 - 06/16/1987

ELDON-EMMOR & CO., INC.

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Licenses & Designations

BC

Issued 10/14/1980

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/19/1980

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 6 public disclosures for Leonidas Kopulos. Review regulatory record here.
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