Best Investors
Account
Sign in
1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-06-29 |
Branch Locations
1010 Turquoise St Ste 255, San Diego, CA 92109 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| General Atomics | Poway | CA | 09/2017 | 04/2021 |
| Homee | West Hollywood | CA | 04/2016 | 10/2016 |
| University Of Southern California | Los Angeles | CA | 08/2013 | 12/2016 |
| Unemployed | San Diego | CA | 12/2016 | 09/2017 |
| Unemployed | San Diego | CA | 04/2021 | 08/2021 |
| Schoettle Financial | San Diego | CA | 08/2021 | Present |
| Cetera Wealth Services, Llc | El Segundo | CA | 09/2021 | Present |
| Cetera Advisor Networks | El Segundo | CA | 08/2021 | 09/2021 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2023 | Present |
1. NAME OF OTHER BUSINESS: SCHOETTLE FINANCIAL INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED ADDRESS NATURE OF BUSINESS: FINANCIAL ADVISING START DATE: 8/2021 POSITION/TITLE/RELATIONSHIP: INVESTMENT ASSOCIATE APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 30 BRIEF DESCRIPTION OF DUTIES: INVESTMENT RESEARCH, ASSET ALLOCATION ANALYSIS, RETIREMENT ANALYSIS;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-01-21 |
Reach out to this advisor