Tait Lane
Merit Financial Advisors
- Role
- Managing Principal at Merit Financial Advisors
- Location
- Seattle, WA, US
- LinkedIn followers
- 500 followers
General Business & ManagementView LinkedIn profile
About Tait Lane
Specialties: We specialize with clients that meet one of the following criteria\'s:…
Experience
Managing Principal
Jan 2025 — Present · Seattle, WA, US
Education
SBGE at Seattle Pacific University
BA
1996 — 1998
Skills
- Series 7
- Relationship Management
- Retirement Planning
- Finra
- Portfolio Management
- Financial Advisory
- Asset Managment
- Strategic Financial Planning
- Mutual Funds
- Risk Management
- Finance
- Investments
- Financial Services
- Management
- Series 63
- Securities
- Wealth Management
- Insurance
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