John D. Altobello
Professional summary
John Daniel Altobello IV, who also goes by John Daniel Altobello, is a registered financial professional currently at AMERICAN TRUST INVESTMENT SERVICES, INC. located in San Clemente, California.
John is registered as a RR (Registered Representative) and started their career in finance in 2006. John has worked at 3 firms and has passed the Series 63, Series 22TO, SIE and Series 22 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view John Daniel Altobello IV's CRS (Customer Relationship Summary).
Certified licenses
Experience
April 10, 2023 - Present
AMERICAN TRUST INVESTMENT SERVICES, INC.
Office #1: 910 S El Camino Real #200, San Clemente, CA 92672February 1, 2021 - November 15, 2022
AMERICAN TRUST INVESTMENT SERVICES, INC.
April 9, 2008 - April 30, 2009
WES INVESTMENTS, LLC
April 28, 2006 - March 11, 2008
WELTON STREET INVESTMENTS LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(4/11/2023)
(1/3/2025)
(1/3/2025)
(11/6/2023)
Exams
Series 22TO
Date: 1/30/2021
Direct Participation Programs Representative ExaminationFINRA
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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Company Information
AMERICAN TRUST INVESTMENT SERVICES, INC.
CRD#: 3001San Clemente, CA 92672TRUST BUT VERIFY
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