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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andy? Claim Your ProfileAndy Bacaylan is a financial advisor with Commonwealth Financial Network. Andy has over 30 years of experience in the financial services industry. Andy is a Certified Financial Planner™ professional and is registered to offer investment advice in 22 states. Andy also holds Series 7, 31, and 63 securities licenses, as well as Series 65 investment advisor registration. Andy's firm, Commonwealth Financial Network, is a national financial services firm with a strong focus on providing personalized financial planning and investment management services to individuals, families, and businesses.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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CA
01/28/2019 - Present
Commonwealth Financial Network (Santa Cruz CA)
CA
09/07/2007 - 01/30/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SAN JOSE CA)
CA
07/01/2003 - 09/14/2007
WACHOVIA SECURITIES, LLC (SAN JOSE CA)
NY
10/15/1999 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
05/01/1995 - 10/29/1999
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NY
08/13/1992 - 05/16/1995
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 04/16/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/08/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/15/1995
Series 31 - Futures Managed Funds Examination
BC
Issued 08/11/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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