Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Helen? Claim Your ProfileHelen MacKenzie is a registered representative with BCW Securities LLC. Helen has been in the securities industry since 2016. She has a Series 7, Series 63, and Series 66 license. Helen is currently registered in California, Connecticut, Massachusetts, and New York. Previously, Helen worked at Avalon Securities, LTD. and Source Capital Group, 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.
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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2
CT
09/29/2023 - Present
BCW Securities LLC (WESTPORT CT)
NY
04/06/2017 - 09/29/2023
AVALON SECURITIES, LTD. (NEW YORK NY)
CT
03/25/2016 - 03/02/2017
SOURCE CAPITAL GROUP, INC. (WESTPORT CT)
BOTH
Issued 12/08/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/30/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/24/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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