Katelyn Nass (CRD# 7729460) is an Investment Advisor Representative working at Scs in Bellevue, WA and has 1 year of experience in the finance industry.
CRD# 1424055
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 5464276
Sitka Pacific Capital Management, LLC
CRD# 872944
Abraham & Company, Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Scs | Bellevue, WA | Sep 2023 - Current | < 1 |
Scs | Bellevue, WA | Sep 2023 - Current | < 1 |
Scs | Bellevue, WA | Jun 2023 - Sep 2023 | < 1 |
Alegria & Company P.s. | Yakima, WA | Jan 2022 - Jun 2023 | 1 |
Central Washington University | Ellensburg, WA | Sep 2019 - Jun 2023 | 3 |
Canyon River Ranch | Ellensburg, WA | Jun 2021 - Oct 2022 | 1 |
Canyon River Ranch | Ellensburg, WA | Jun 2021 - Jan 2022 | < 1 |
Roslyn Ridge Activity Center | Ronald, WA | Jun 2020 - Oct 2020 | < 1 |
Cottage Cafe | Cle Elum, WA | Apr 2019 - Jun 2020 | 1 |
Dairy Queen | Cle Elum, WA | Jun 2018 - Jun 2019 | 1 |
Cle Elum Roslyn High School | Cle Elum, WA | Sep 2015 - Jun 2019 | 3 |
Walter Strom Middle School | Cle Elum, WA | Sep 2013 - Jun 2015 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Jan 2024 |
- WA
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Total Assets Under Management1,291MILLIONS
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Total Number of Accounts2,809ACCOUNTS
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Average Account Value$459,445
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Educational seminars/workshops
AK, AZ, CA, CO, FL, HI, ID, IL, IN, LA, MT, NE, NH, NJ, NM, NV, OR, TX, UT, WA
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