Anette Schol-Bermel

Current Employers

Employment History

• 01/2019 → 05/2019
  Artivest
  La Jolla, CA
• 06/2019 → 09/2020
  First Command Advisory Services, Inc.
  Oceanside, CA
• 06/2019 → 09/2020
  First Command Brokerage Services, Inc.
  Oceanside, CA
• 06/2019 → 09/2020
  First Command Insurance Services, Inc.
  Oceanside, CA
• 01/2019 → 04/2019
  Altegris Investments, Llc
  La Jolla, CA
• 01/2019 → 01/2019
  Fsc Securities Corporation
  San Diego, CA
• 07/2016 → 01/2017
  Sagepoint Financial, Inc.
  San Diego, CA
• 10/2020 → 09/2025
  Avantax Insurance Agency, Llc
  La Mesa, CA
• 10/2020 → 09/2025
  Avantax Investment Services, Inc.
  La Mesa, CA
• 10/2020 → 09/2025
  Avantax Advisory Services
  La Mesa, CA
• 07/2016 → 01/2017
  Shutterman Financial Services
  San Diego, CA
• 09/2020 → Present
  Professional Financial Services
  La Mesa, CA
• 02/2017 → 12/2018
  Unemployed
  San Diego, CA
• 10/2009 → 10/2016
  Siegel Financial
  San Diego, CA
• 01/2017 → 01/2019
  Safeguard Investment Advisory Group
  San Diego, CA
• 09/2025 → Present
  Cetera Wealth Services, Llc
  La Mesa, CA
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2020-10-08 → 2025-09-05
  Avantax Advisory Services
  La Mesa, CA
  Dallas, TX
  La Mesa, CA
• 2019-06-26 → 2020-09-09
  First Command Advisory Services
  Fort Worth, TX
  Oceanside, CA
• 2019-01-03 → 2019-01-18
  Fsc Securities Corporation
  Atlanta, GA
  San Diego, CA
• 2016-07-14 → 2017-01-17
  Osaic Services, Inc.
  San Diego, CA
• 2010-01-07 → 2016-06-28
  Raymond James Financial Services Advisors, Inc
  San Diego, CA
  San Diego, CA
• 2009-06-01 → 2009-10-08
  Morgan Stanley
  San Diego, CA
• 2008-09-09 → 2009-06-01
  Citigroup Global Markets Inc.
  San Diego, CA

Other Businesses

1) Professional Financial Services~8530 La Mesa Blvd, Ste. 306~La Mesa~CA~91942~Accounting Services/Tax Preparation~Employee~9/1/2020~5hrs~5hrs~I make appointments with clients. Also, I keep files, update the database with their information. 2) PROFESSIONAL FINANCIAL SERVICES POSITION: Employee NATURE: Our firm provides tax preparation for our clients. We also offer some bookkeeping and related advice. INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 09/01/2020 ADDRESS: 8340 Allison Avenue, La Mesa CA 91942, United States DESCRIPTION: I make appointments with clients. Also, I keep files, update the database with their information. 3) SOCAL WEALTH ADVISORS POSITION: employee of affiliated firm (oba disclosure required) NATURE: I am an employee of PFSSD. PFSSD is an entity under SoCal Wealth Advisors? INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 10/01/2023 ADDRESS: 8340 Allison Ave, La Mesa CA 91942, United States DESCRIPTION: I am a registered sales assistant for PFSSD and perform all the administrative and operational tasks related to Wealth Management.

Exams

• S66 Uniform Combined State Law Examination
  2008-09-04

Other Names

• Anette Schol
• Anette Scholbermel