Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Caren? Claim Your ProfileCaren Malitsky is an Investment Advisor Representative, licensed in several states. Caren currently works for MML Investors Services, LLC and has over 10 years of experience in the industry. Caren has held licenses with several other firms including JP Morgan Securities LLC. Caren specializes in working with various client types, including individuals, corporations, and trusts. Caren holds the Series 6, 7, and 66 licenses and has extensive experience in financial planning, portfolio management, and asset allocation programs.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Asset allocation programs
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Solicitors fees
1
2
NY
01/20/2022 - Present
MML Investors Services, LLC (TARRYTOWN NY)
NY
04/22/2013 - 12/20/2021
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
BOTH
Issued 10/30/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/02/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/28/2017
Series 7 - General Securities Representative Examination
BC
Issued 04/19/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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