Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sandra? Claim Your ProfileSandra Turner Becks is a financial advisor with over 40 years of experience in the industry. Sandra currently works at Osaic Wealth, Inc. in Cherry Hill, NJ. She has a strong track record in providing financial planning and investment advice to individuals and businesses. Prior to joining Osaic Wealth, Inc., Sandra worked at Lincoln Financial Advisors Corporation, and H. C. Copeland and Associates Equities, Inc.. Sandra is registered to provide investment advisory services in 14 states and holds several industry designations, including Chartered Financial Consultant.
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
NJ
01/24/2025 - Present
Osaic Wealth, Inc. (CHERRY HILL NJ)
NJ
06/07/1988 - 04/05/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (CHERRY HILL NJ)
NA
06/07/1988 - 01/03/1989
LINCOLN NATIONAL PENSION INSURANCE COMPANY
NJ
04/13/1983 - 05/26/1988
H. C. COPELAND AND ASSOCIATES EQUITIES, INC. (SOMERSET NJ)
BC
Issued 06/14/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/31/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Sandra Becks is the right advisor for you? Invested Better is here to help.
