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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anette? Claim Your ProfileAnette Schol-bermel is an Investment Advisor Representative with Avantax Advisory Services. Anette has over 13 years of experience in the financial services industry. Anette holds Series 6, 7, 66 and SIE securities licenses. Anette's areas of expertise include financial planning, portfolio management, and pension consulting. Anette is committed to providing her clients with personalized financial advice and guidance to help them achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Solicitor referral services to third-party investment managers; participant enrollment meetings
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Solicitor fees
1
2
TX
10/08/2020 - Present
Avantax Advisory Services (DALLAS TX)
CA
06/26/2019 - 09/09/2020
FIRST COMMAND BROKERAGE SERVICES, INC. (OCEANSIDE CA)
CA
01/14/2019 - 05/06/2019
ALTEGRIS INVESTMENTS, LLC (LA JOLLA CA)
CA
01/03/2019 - 01/18/2019
FSC SECURITIES CORPORATION (SAN DIEGO CA)
CA
07/14/2016 - 01/17/2017
SAGEPOINT FINANCIAL, INC. (SAN DIEGO CA)
CA
10/21/2009 - 06/28/2016
RAYMOND JAMES FINANCIAL SERVICES, INC. (SAN DIEGO CA)
CA
06/01/2009 - 10/08/2009
MORGAN STANLEY SMITH BARNEY (SAN DIEGO CA)
CA
05/13/2008 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (SAN DIEGO CA)
BOTH
Issued 09/04/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/17/2017
SIE - Securities Industry Essentials Examination
BC
Issued 05/12/2008
Series 7 - General Securities Representative Examination
BC
Issued 04/29/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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