Macey Sims (CRD# 6805509) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in The Woodlands, TX and has over 4 years of experience in the finance industry.
CRD# 2687188
Hightower Advisors, LLC
CRD# 5462249
Nxt:gen Financial Planning
CRD# 7438882
Worthwise Financial Partners
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fidelity Investments | The Woodlands, TX | Jul 2021 - Current | 2 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Houston, TX | Jan 2019 - Jun 2021 | 2 |
| Bank Of America, N.a. | Houston, TX | Jan 2019 - Jun 2021 | 2 |
| Pappasitos Cantina | The Woodlands, TX | Apr 2017 - Dec 2018 | 1 |
| Fidelity Investments | Westlake, TX | Jun 2018 - Aug 2018 | < 1 |
| University Of Houston | Houston, TX | Aug 2017 - Jun 2018 | < 1 |
| Merrill Lynch Wealth Management | The Woodlands, TX | Jun 2017 - Jul 2017 | < 1 |
| University Of Houston | Houston, TX | Aug 2016 - Apr 2017 | < 1 |
| The Woodlands Township | The Woodlands, TX | Apr 2016 - Sep 2016 | < 1 |
| University Of Houston | Houston, TX | Aug 2015 - May 2016 | < 1 |
| Chilis | The Woodlands, TX | Dec 2014 - Aug 2015 | < 1 |
| Maximum Athletics | The Woodlands, TX | Aug 2012 - Dec 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jun 2019 |
- TX
-
Total Assets Under Management818,776MILLIONS
-
Total Number of Accounts1,991,043ACCOUNTS
-
Average Account Value$411,230
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, VT, WA, WI, WV, WY
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