Helen R. Mackenzie
Professional summary
Helen Rene` Mackenzie, who also goes by Helen Rene Mackenzie, Helen Rene` Rutz, Helen Rene` Smith, is a registered financial professional currently at BCW SECURITIES LLC located in Westport, Connecticut.
Helen is registered as a RR (Registered Representative) and started their career in finance in 2016. Helen has worked at 3 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Helen Rene` Mackenzie's CRS (Customer Relationship Summary).
Certified licenses
Experience
September 29, 2023 - Present
BCW SECURITIES LLC
Office #1: 55 Post Road West, Suite 200, Westport, CT 06880Office #2: 55 Post Road West, Suite 200, Westport, CT 06880April 6, 2017 - September 29, 2023
AVALON SECURITIES, LTD.
December 8, 2016 - March 2, 2017
SOURCE CAPITAL GROUP, INC.
March 25, 2016 - March 2, 2017
SOURCE CAPITAL GROUP, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(9/29/2023)
(9/29/2023)
(3/21/2024)
(9/29/2023)
Exams
FINRA
Current Firm
BCW SECURITIES LLC
CRD#: 144930 / SEC#: , 8-67685
Contact information
FINRA licenses (18 States and Territories)
Red Flags
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Company Information
BCW SECURITIES LLC
CRD#: 144930Westport, CT 06880TRUST BUT VERIFY
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