Robert W. Westrich
Professional summary
Robert Walter Westrich, who also goes by Bob Westrich, is a registered financial professional currently at AMERICAN TRUST INVESTMENT SERVICES, INC. located in Chicago, Illinois.
Robert is registered as a RR (Registered Representative) and started their career in finance in 1981. Robert has worked at 8 firms and has passed the Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Robert Walter Westrich's CRS (Customer Relationship Summary).
Certified licenses
Experience
September 18, 2018 - Present
AMERICAN TRUST INVESTMENT SERVICES, INC.
Office #1: 230 W. Monroe Suite 300, Chicago, IL 60606April 28, 2016 - September 17, 2018
AUSDAL FINANCIAL PARTNERS, INC.
April 2, 2007 - April 29, 2016
MADISON AVENUE SECURITIES, LLC
May 17, 2005 - April 3, 2007
AMERICAN GENERAL SECURITIES INCORPORATED
December 3, 2002 - March 1, 2005
WATERSTONE FINANCIAL GROUP, INC.
July 8, 1995 - December 3, 2002
LIFEMARK SECURITIES CORP.
September 17, 1986 - March 6, 1990
AETNA LIFE INSURANCE AND ANNUITY COMPANY
June 17, 1986 - June 9, 1995
WATERSTONE FINANCIAL GROUP, INC.
November 15, 1981 - July 18, 1986
SUN LIFE FINANCIAL DISTRIBUTORS, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(1/9/2020)
Exams
FINRA
Current Firm
AMERICAN TRUST INVESTMENT SERVICES, INC.
CRD#: 3001 / SEC#: , 8-14394
Contact information
FINRA licenses (52 States and Territories)
Direct owners and executive officers
Disclosures
| Regulatory Event | 5 |
| Arbitration | 1 |
Red Flags
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