Tarek McAlee
- Role
- Wealth Advisor at Mercer Advisors
- Location
- Bellevue, WA, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Tarek McAlee
Tarek began his wealth management career in 1998. Prior to joining Mercer Advisors, he…
Experience
Wealth Advisor
Jun 2021 — Present
Skills
- Equities
- Project Planning
- Mergers
- 401k
- Estate Planning
- Holistic Financial Planning
- Income Planning
- Certified Financial Planner
- Employee Stock Options
- Banking
- Fiduciary Management
- Investment Management
- Portfolio Management
- Corporate Law
- Series 7
- Building Long-Term Relationships
- Uniform Combined State Law
- Risk Management
- Investments
- Long-Term Care
- Financial Services
- Mergers and Acquisitions
- Asset Allocation
- Series 24
- Operations Management
- Licensed Life Insurance Agent
- Rollovers
- Wealth Management
- Alternative Investments
- Securities
- Investment Advisory
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