Daniel J. Miles
Financial Advisor @United Professional Advisors, Llc
Rochester, NY, US
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Mar 2017 — Present
Financial Advisor @United Professional Advisors, Llc
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Rochester, NY, US
EDUCATION
2005 — 2008
The American College of Financial Services
Life Underwriter Training Council Fellow (LUTCF), Financial Planning, Long-Term Care Insurance, Business Insurance, Retirement Planning, Annuities...
2011 — 2016
The American College of Financial Services
Chartered Life Underwriter (CLU®), Life Insurance, Estate Planning, Financial Planning
1986 — 1988
Salem State University
Bachelor of Science, Business, Political Science, Geography/Travel and Tourism
ABOUT DANIEL J. MILES
Preparing for the next step in life isn\'t always easy. My combination of experience…
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