Unclaimed Profile

Sandra Renee Worsham

H. BECK, INC.·ROCKVILLE, Maryland

SIE, Series 4, Series 6, Series 7, Series 24, Series 26, Series 52TO, Series 53, Series 66, Series 99TOClean record28 years registeredH. BECK, INC.

2440 RESEARCH BOULEVARD, ROCKVILLE, MD 20850CRD# 2444134Firm CRD# 1763

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Sandra Renee Worsham · ROCKVILLE, MD

Registration

CRD #2444134 · H. BECK, INC. · 28 years registered

Brand Profile

Not yet started

Career History

J. W. COLE ADVISORS, INC.

Jan 2026 – present

GROVE POINT ADVISORS, LLC

Apr 2021 – Sep 2025

ROCKVILLE, MD

H. BECK, INC.

Aug 2019 – Apr 2021

Rockville, MD

INVEST FINANCIAL CORPORATION

Jul 1998 – Jun 2018

APPLETON, WI

Registrations & Exams

FINRA examinations passed

SIE

Series 4

Series 6

Series 7

Series 24

Series 26

Series 52TO

Series 53

Series 66

Series 99TO

Registration record

First registered · July 23, 1998

Years registered · 28

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

H. BECK, INC.

CRD 1763 · SEC 801-

AUM

$2.0B

Regulatory assets under management

Employees

406

7,230 client accounts

Services offered by H. BECK, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at H. BECK, INC. →

Introduction

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Frequently Asked Questions

What services does Sandra Renee Worsham offer?

Sandra Renee Worsham specializes in Financial Planning, Investment Management. Contact their office in ROCKVILLE, Maryland for a consultation.

What are Sandra Renee Worsham's credentials?

Sandra Renee Worsham is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Sandra Renee Worsham located?

Sandra Renee Worsham is based in ROCKVILLE, Maryland, working with H. BECK, INC.. Their office serves clients in the ROCKVILLE metropolitan area and surrounding communities.

How does Sandra Renee Worsham charge for services?

Sandra Renee Worsham's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is H. BECK, INC.?

H. BECK, INC. has approximately 406 employees and manages $2.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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