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Janet Levitt Zalkin

BCW Securities LLC

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About Janet Levitt Zalkin

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.

Firm Information

Janet Zalkin is currently registered with BCW Securities LLC. BCW Securities LLC is a Limited Liability Company formed in May 2007. The firm is registered with the SEC and in 17 states, including California, Colorado, Connecticut, Delaware, Florida, Georgia, Illinois, Maryland, Massachusetts, Michigan, New Jersey, New York, North Carolina, Ohio, Pennsylvania, Texas, and Washington.

Not reported

Assets Under Management

Not reported

Total Clients

36

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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Janet Zalkin’s Registration & Firm History

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)

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Janet Levitt Zalkin.
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