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Sangeeta Malik

Allstate Financial Services, LLC

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About Sangeeta Malik

Sangeeta Malik is a financial professional registered with Allstate Financial Services, LLC. Sangeeta has been in the industry since February 24, 2012. Sangeeta is currently registered with the state of New Jersey. Sangeeta has passed the Series 6, Series 63, and SIE exams. Sangeeta previously worked at NYLIFE Securities LLC.

Firm Information

Sangeeta Malik 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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Sangeeta Malik’s Registration & Firm History

NJ

03/07/2019 - Present

Allstate Financial Services, LLC (Iselin NJ)

NJ

01/19/2012 - 01/28/2019

NYLIFE SECURITIES LLC (WOODBRIDGE NJ)

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Licenses & Designations

BC

Issued 03/01/2012

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/18/2012

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Sangeeta Malik.
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