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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carol? Claim Your ProfileCarol Ann Malnick is an Investment Advisor Representative at Boston Common Asset Management, LLC. Carol has been in the industry since 1983 and is registered with the state of Massachusetts. Carol is also registered with the state of California but that registration is pending. Carol has experience working at Prudential-Bache Securities Inc. and Drexel Burnham Lambert Incorporated. Carol is a Series 3, 5, 63 and 7 licensed professional. Boston Common Asset Management, LLC is an investment advisor that specializes in providing portfolio management services to individuals, investment companies, pooled investment vehicles, and businesses.
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.
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.
Strategic management for diversified investment portfolios.
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.
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2
CA
03/27/2012 - Present
Boston Common Asset Management, LLC (REDWOOD CA)
NY
01/20/1989 - 08/21/1990
PRUDENTIAL-BACHE SECURITIES INC. (NEW YORK NY)
NA
06/06/1983 - 04/04/1989
DREXEL BURNHAM LAMBERT INCORPORATED
IA
Issued 03/26/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/20/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/25/1983
Series 3 - National Commodity Futures Examination
BC
Issued 05/21/1983
Series 7 - General Securities Representative Examination
BC
Issued 04/14/1983
Series 5 - Interest Rate Options Examination
Active
Inactive
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