Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sandra? Claim Your ProfileSandra Renee Worsham is a registered representative and investment advisor representative. Sandra is registered with Grove Point Advisors, LLC in Maryland, Virginia, and Maryland. Sandra is a seasoned professional with over 25 years of experience in the financial services industry. Sandra has held previous positions at Investment Financial Corporation, Investment Centers of America, Inc., BirchTree Financial Services, Inc., MCC Securities, Inc., and Fortis Investors, Inc. Sandra is a graduate of the University of Wisconsin-Madison. Sandra has a strong commitment to providing her clients with personalized financial advice and guidance. Sandra specializes in financial planning, portfolio management, and retirement planning. Sandra has been recognized for her excellence in the financial services industry and has received numerous awards and accolades. Sandra is committed to providing her clients with the highest level of service and expertise.
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.
A percentage of the total value of assets under management is charged.
1
2
MD
04/01/2021 - Present
Grove Point Advisors, LLC (ROCKVILLE MD)
WI
05/14/1998 - 09/10/2018
INVEST FINANCIAL CORPORATION (APPLETON WI)
WI
06/01/1998 - 12/31/2000
INVESTMENT CENTERS OF AMERICA, INC. (APPLETON WI)
MN
03/21/1997 - 05/26/1998
BIRCHTREE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
FL
05/03/1995 - 05/28/1997
MCC SECURITIES, INC. (TAMPA FL)
MN
01/24/1994 - 03/01/1994
FORTIS INVESTORS, INC. (OAKDALE MN)
BOTH
Issued 11/06/1998
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/22/1999
Series 4 - Registered Options Principal Examination
BC
Issued 11/24/1998
Series 53 - Municipal Securities Principal Examination
BC
Issued 08/19/1998
Series 24 - General Securities Principal Examination
BC
Issued 05/10/1995
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 09/10/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/19/1996
Series 7 - General Securities Representative Examination
BC
Issued 01/21/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Sandra Worsham is the right advisor for you? Invested Better is here to help.
