Anette Schol-Bermel is a registered investment advisor, based in La Mesa, CA, with 15 years of industry experience.
Location
8340 Allison Ave, La Mesa, CA, 91942
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Anette is an agent for Avantax Insurance Agency and/or Avantax Insurance Services, potentially selling various annuity and insurance products. She also works for Professional Financial Services providing accounting services, tax preparation, and bookkeeping, and is an employee of SoCal Wealth Advisors as a registered sales assistant, dedicating full-time hours to wealth management administrative and operational tasks.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Investment Services, INC.Broker
Avantax Advisory Services
First Command Advisory Services
First Command Brokerage Services, INC.Broker
Altegris Investments, LLCBroker
Fsc Securities Corporation
Fsc Securities CorporationBroker
Sagepoint Financial, INC.Broker
Sagepoint Financial, INC.
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Morgan Stanley Smith Barney LLC
Morgan Stanley Smith BarneyBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.