Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tarek? Claim Your ProfileTarek McAlee is a financial advisor with Mercer Global Advisors Inc., based in BELLEVUE, WA. Tarek McAlee has been in the industry since 1999, holding a Series 7, Series 63, and Series 24 license. Tarek McAlee is a Certified Financial Planner, and specializes in providing financial planning, trust services, estate planning, and tax return preparation services. Tarek McAlee has previously been affiliated with KMS FINANCIAL SERVICES, INC., NATIONAL PLANNING CORPORATION, and HARRIS INVESTORLINE INC.
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.
Trust services, estate planning, tax return preparation, consultation
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.
A percentage of the total value of assets under management is charged.
1
2
CO
06/25/2021 - Present
Mercer Global Advisors Inc. (DENVER CO)
WA
01/26/2006 - 10/31/2017
KMS FINANCIAL SERVICES, INC. (BELLEVUE WA)
CA
02/08/2001 - 01/30/2006
NATIONAL PLANNING CORPORATION (LOS ANGELES CA)
WA
09/20/1999 - 01/03/2001
HARRIS INVESTORLINE INC. (SEATTLE WA)
BC
Issued 07/14/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/17/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/31/2017
SIE - Securities Industry Essentials Examination
BC
Issued 07/17/2000
Series 7 - General Securities Representative Examination
BC
Issued 06/08/1999
Series 11 - Assistant Representative-Order Processing Qualification Exam
Active
Inactive
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