Unclaimed
Janet Levitt Zalkin is a financial advisor with BCW Securities LLC. Janet has been in the industry since 2010. Janet holds the Series 7, Series 66, Series 79TO and SIE licenses. Janet is registered in Connecticut, Massachusetts and New York.
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.
1
2
CT
09/29/2023 - Present
BCW Securities LLC (WESTPORT CT)
NY
03/06/2017 - 09/29/2023
AVALON SECURITIES, LTD. (NEW YORK NY)
NY
03/29/2010 - 03/02/2017
SOURCE CAPITAL GROUP, INC. (NEW YORK NY)
BOTH
Issued 05/27/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/26/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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