Cimalie Zoy (CRD# 4097118) is an Investment Advisor Representative working at Financial Engines Advisors LLC in Houston, TX and has over 20 years of experience in the finance industry. Cimalie Zoy has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2390431
The Goff Financial Group
CRD# 2700256
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 5757436
World Equity Group, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Financial Engines Advisors LLC | Houston, TX | Nov 2016 - Current | 4 |
| Financial Engines Advisor Center, LLC | Overland Park, KS | Apr 2015 - Nov 2016 | 1 |
| The Mutual Fund Store-houston, LLC | Overland Park, KS | Apr 2015 - Sep 2016 | 1 |
| Palantir Capital Management, Ltd. | Houston, TX | Mar 2004 - Mar 2015 | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2000 |
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Total Assets Under Management229,000MILLIONS
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Total Number of Accounts1,514,533ACCOUNTS
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Average Account Value$151,202
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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