Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Macy? Claim Your ProfileMacy Jee is a financial advisor with over 17 years of experience in the industry. Macy is registered with Stiefel, Nicolaus & Company, Inc., where they provide financial advice and investment management services. Macy has extensive experience and is registered to provide services in 50 states, including New York and Texas. Prior to joining Stiefel, Nicolaus & Company, Inc., Macy worked at Janney Montgomery Scott LLC and Wachovia Securities, LLC.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NY
03/19/2020 - Present
Stifel, Nicolaus & Company, Inc. (GARDEN CITY NY)
NY
07/25/2007 - 07/09/2013
JANNEY MONTGOMERY SCOTT LLC (GARDEN CITY NY)
NY
12/07/2005 - 07/24/2007
WACHOVIA SECURITIES, LLC (MANHASSET NY)
BOTH
Issued 04/28/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/03/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/06/2005
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Macy Jee is the right advisor for you? Invested Better is here to help.
