Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Larsen has been in the financial industry since February 9, 1992. Currently, Robert is a registered representative of American Trust Investment Services, Inc., licensed to conduct business in Arizona, California, Oregon, South Dakota, and Texas. Robert has been registered with American Trust Investment Services, Inc., since November 17, 2020. Previously, Robert has held positions with WESTPARK CAPITAL, INC., NIAGARA INTERNATIONAL CAPITAL LIMITED, ROYAL ALLIANCE ASSOCIATES, INC., NEXT FINANCIAL GROUP, INC., NFP SECURITIES, INC., WHARTON EQUITY CORPORATION, TOWER SQUARE SECURITIES, INC., and NEW YORK LIFE VARIABLE CONTRACTS CORPORATION. Robert holds the Series 1, Series 6, Series 63, and SIE licenses.
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
11/17/2020 - Present
American Trust Investment Services, Inc. (San Clemente CA)
CA
01/24/2018 - 10/30/2020
WESTPARK CAPITAL, INC. (Newport Beach, CA 92660 CA)
CA
12/16/2013 - 12/19/2017
NIAGARA INTERNATIONAL CAPITAL LIMITED (NEWPORT BEACH CA)
CA
08/31/2010 - 12/04/2013
ROYAL ALLIANCE ASSOCIATES, INC. (NEWPORT BEACH CA)
CA
10/28/2009 - 09/27/2010
NEXT FINANCIAL GROUP, INC. (IRVINE CA)
CA
07/16/2007 - 11/12/2009
NFP SECURITIES, INC. (IRVINE CA)
CA
10/17/2001 - 07/16/2007
WHARTON EQUITY CORPORATION (NEWPORT BEACH CA)
CA
04/16/2001 - 10/29/2001
TOWER SQUARE SECURITIES, INC. (EL SEGUNDO CA)
NA
07/22/1970 - 11/27/1979
NEW YORK LIFE VARIABLE CONTRACTS CORPORATION
BC
Issued 04/10/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/12/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 07/15/1970
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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