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Terrance Eugene Olson

American Trust Investment Services, Inc.

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About Terrance Eugene Olson

Terrance Eugene Olson is a financial professional with over 40 years of experience in the industry. Terrance is currently registered with American Trust Investment Services, Inc. and has held previous positions at LaSalle St Securities, L.L.C., David A. Noyes & Company, Rothschild Investment Corporation, Haas Securities Corporation, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and E. F. Hutton & Company Inc. Terrance holds Series 63, SIE and Series 7 licenses. Terrance is registered in several states including California, Connecticut, Florida, Illinois, Minnesota, New Jersey, New York, South Carolina and Wisconsin.

Firm Information

Terrance Olson 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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Terrance Olson’s Registration & Firm History

IL

04/11/2014 - Present

American Trust Investment Services, Inc. (CHICAGO IL)

IL

02/03/2010 - 04/11/2014

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

IN

07/16/1996 - 02/02/2010

DAVID A. NOYES & COMPANY (INDIANAPOLIS IN)

IL

11/16/1987 - 07/26/1996

ROTHSCHILD INVESTMENT CORPORATION (CHICAGO IL)

NA

06/08/1981 - 11/23/1987

HAAS SECURITIES CORPORATION

NA

11/14/1979 - 04/21/1980

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

NA

09/01/1977 - 12/02/1979

E. F. HUTTON & COMPANY INC

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Licenses & Designations

BC

Issued 06/11/1981

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/20/1977

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Terrance Eugene Olson.
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