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Katherine M Bellows

Cascadia Capital, LLC

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About Katherine M Bellows

Katherine Bellows is a financial professional with over 6 years of experience in the industry. She is currently registered with Cascadia Capital, LLC in Seattle, Washington. Previously, Katherine worked at BOFA Securities, Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Katherine holds the Series 7, Series 63 and SIE licenses and is registered in Washington.

Firm Information

Katherine Bellows is currently registered with Cascadia Capital, LLC. Cascadia Capital, LLC is a Limited Liability Company formed on December 4, 2000. The firm is registered in 9 states, including California, Georgia, Minnesota, New York, Ohio, South Carolina, Tennessee, Texas, and Washington. Cascadia Capital, LLC also has one approved SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

65

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Katherine Bellows’s Registration & Firm History

WA

04/15/2020 - Present

Cascadia Capital, LLC (SEATTLE WA)

WA

05/10/2019 - 03/26/2020

BOFA SECURITIES, INC. (SEATTLE WA)

WA

12/01/2016 - 05/10/2019

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SEATTLE WA)

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Licenses & Designations

BC

Issued 02/25/2015

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/01/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Katherine M Bellows.
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