Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sandra? Claim Your ProfileSandra Goodstein is a financial advisor with over 30 years of experience in the industry. Sandra is a CERTIFIED FINANCIAL PLANNER™ professional and currently works at Wescott Financial Advisory Group LLC. Previously, Sandra worked at H. Beck, Inc., American Express Financial Advisors Inc. and IDS Life Insurance Company. Sandra specializes in portfolio management for individuals, businesses and pension consulting.
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.
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.
Asset allocation, family office solution services
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.
1
2
PA
04/20/2015 - Present
Wescott Financial Advisory Group LLC (PHILADELPHIA PA)
PA
03/11/2004 - 04/01/2011
H. BECK, INC. (FORT WASHINGTON PA)
MN
07/03/1980 - 03/11/2004
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
07/03/1980 - 03/11/2004
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NA
07/03/1980 - 12/24/1986
IDS FINANCIAL SERVICES INC.
BC
Issued 07/01/1980
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/16/1989
Series 24 - General Securities Principal Examination
BC
Issued 11/16/1985
Series 7 - General Securities Representative Examination
BC
Issued 06/23/1980
Series 1 - Registered Representative Examination
Active
Inactive
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