Limited Geographical Coverage: ATIS primarily serves clients within the United States and has limited services available internationally.
Is It Safe?
Regulation:
ATIS operates under the regulatory oversight of the United States The Financial Industry Regulatory Authority (FINRA) with license no. CRD#: 3001/SEC#: 8-14394, showcasing its dedication to maintaining the utmost standards in financial operations. This regulatory adherence underscores ATIS's commitment to integrity and credibility in its services.
Safety Measures:
So far we have not found any security measures the company take on its website. You should seek direct clarification from them if you intend to go with actual trading.
What are Securities to Trade with ATIS?
American Trust Investment Services (ATIS) offers a comprehensive range of investment services tailored to meet the diverse needs of individual and corporate clients.
Stocks and Bonds: ATIS provides traditional investment options in equity and fixed income markets through strategic partners such as Charles Schwab and RBC.
Wealth Management: ATIS assembles top-tier wealth management platforms to help clients grow their businesses.
Retirement Plan Consulting: Investment advisory services for defined contribution and defined benefit plan sponsors, including company 401K rollovers and beneficiary planning.
Corporate Advisory: ATIS offers a full range of underwriting and advisory services for M&A, equity, and corporate debt restructuring
Capital Markets: Expertise in capital raising through IPOs, registered secondaries, private placements, and convertible issues.
Diversified Options: High-quality, sound investment options such as 1031 exchanges, real estate private placements, hedge fund offerings, and non-traded real estate investment trusts.
Comprehensive Coverage: Consulting on a wide range of insurance products including life insurance, annuities, long-term care insurance, and estate insurance.
Market Transactions: High touch services for executing stock transactions and developing customized investing strategies.
Credit Instruments: Trading and structuring in government, municipal, and agency fixed income, as well as corporate credit including investment-grade and high-yield bonds.
Customer Service
ATIS provides customer service through direct phone contact, physical address, email communication for different offices, and an online contact form.
San Clemente: 501 N El Camino Real #211, San Clemente, CA 92672, United States
P | 949-347-5222
Los Angeles: 8107 Loyola Blvd. Los Angeles, CA 90045, United States
P | 310-410-8341
Newport Beach: 5000 Birch Street, East Tower Suite 100, Newport Beach, CA 92660, United States
P | 800-805-7526
Chicago: 230 W. Monroe Suite 300, Chicago, IL 60606, United States
P | 312-382-7000
Lisle: 4722 Main St. Lisle, IL 60532, United States
P | 630-435-9128
Florida: 5182 NW 74Ct. Coconut Creek, FL 33073, United States
P | 305-965-0166
New York Regional Office: 144 East 44th Street, New York, New York, United States
P | 212-521-1902
Indiana: 1244 119th Street, Whiting, IN 46394, United States
P | 219-473-5542
Conclusion
In conclusion, ATIS, established in 1958, offers a comprehensive range of financial services including stocks, bonds, investment banking, alternative investments, and retirement and insurance consulting.
Regulated by the Financial Industry Regulatory Authority (FINRA) under license number CRD#: 3001/SEC#: 8-14394, ATIS adheres to stringent regulatory standards, ensuring credibility and reliability in delivering secure trading and investment solutions to its clients.
With a robust network of partnerships and expertise spanning decades, ATIS continues to provide trusted financial services tailored to meet diverse client needs.
Frequently Asked Questions (FAQs)