Unclaimed
Randy Alan Barmache is a financial advisor with American Trust Investment Services, Inc. Randy has over 15 years of experience in the financial services industry. He is registered to conduct business in Arizona, California, Florida, New Hampshire, Oregon, and Texas. Randy holds the Series 6, 7, 63, and 66 securities licenses. He also holds the SIE exam certification. Randy specializes in providing financial advice to individuals and families.
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.
1
2
CA
10/27/2020 - Present
American Trust Investment Services, Inc. (Thousand Oaks CA)
CA
04/26/2019 - 07/28/2020
WESTPARK CAPITAL, INC. (Newport Beach CA)
CA
11/18/2016 - 06/29/2018
WESTPARK CAPITAL, INC. (Newport Beach CA)
CA
01/12/2010 - 09/01/2016
NEWPORT COAST SECURITIES, INC. (WESTLAKE VILLAGE CA)
CA
12/03/2002 - 07/25/2007
BROOKSTREET SECURITIES CORPORATION (NEWPORT BEACH CA)
BOTH
Issued 02/16/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/25/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/29/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/10/2009
Series 7 - General Securities Representative Examination
BC
Issued 12/02/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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