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Malisa Kay Floyd

Allstate Financial Services, LLC

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About Malisa Kay Floyd

Malisa Floyd is a financial professional with Allstate Financial Services, LLC. Malisa obtained her Series 6 and Series 63 licenses in 2018. Malisa's professional experience is focused on providing financial advice to clients in Texas. Malisa is registered with FINRA and has been active in the industry since March 2018.

Firm Information

Malisa Floyd is currently registered with Allstate Financial Services, LLC. Allstate Financial Services, LLC, is a Limited Liability Company formed in November 1999. The firm is registered in all 50 states and the District of Columbia.

Not reported

Assets Under Management

Not reported

Total Clients

4,147

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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Malisa Floyd’s Registration & Firm History

TX

03/28/2018 - Present

Allstate Financial Services, LLC (The Woodlands TX)

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Licenses & Designations

BC

Issued 02/28/2018

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/28/2018

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Malisa Kay Floyd.
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