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Andrew Carl Fiscina

Golden State Wealth Management, LLC

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About Andrew Carl Fiscina

Andrew Fiscina is a financial advisor with Golden State Wealth Management, LLC in South Coast Metro, CA. Andrew has been in the industry since 2011 and is registered with FINRA and the State of California. Andrew holds Series 6, 7, 63 and 65 licenses as well as the SIE. Golden State Wealth Management, LLC is an independent firm and Andrew also works with LPL Financial. Andrew specializes in financial planning, pension consulting, and portfolio management for individuals and businesses.

Firm Information

Andrew Fiscina is currently registered with Golden State Wealth Management, LLC. Golden State Wealth Management, LLC is an investment advisor with over $1 billion to $10 billion in assets under management. The firm provides financial planning, pension consulting, selection of other advisors, and portfolio management services to individuals, high-net-worth individuals, corporations, businesses, charitable organizations, and pension and profit-sharing plans. They are headquartered in South Coast Metro, CA and have 51 investment advisor representatives. The firm has a wrap fee program.
Golden State Wealth Management, LLC

201 E. SANDPOINTE AVENUE

SOUTH COAST METRO, CA 92707

$1.69B

Assets Under Management

Not reported

Total Clients

41

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Financial planning fee

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Andrew Fiscina’s Registration & Firm History

CA

03/24/2015 - Present

Golden State Wealth Management, LLC (SOUTH COAST METRO CA)

CA

05/04/2011 - 03/20/2015

FIRST INVESTORS CORPORATION (WALNUT CREEK CA)

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Licenses & Designations

IA

Issued 06/12/2014

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/17/2011

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/22/2012

Series 7 - General Securities Representative Examination

BC

Issued 05/03/2011

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Andrew Carl Fiscina. Review regulatory record here.
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