Daniel Miles Email & Phone Number
Sales Manager
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Daniel Miles Location
- Rochester, NY, US
Daniel Miles Work
- Financial Advisor @ Miles Ahead Financial Planning (January 2022 - Present)
- Financial Advisor @ (March 2017 - Present)
- Investment Advisor Representative and Registered Representative @ Ameritas Investment Corporation (April 2017 - Present)
- Sales Manager @ Worldtek Travel / Miles Ahead Travel (June 1985 - Present)
- Financial Advisor @ (July 2015 - March 2017)
- Registered Representative @ (July 2015 - December 2016)
- Vice President of Charitable Planning @ The Central New York Agency, LLC (November 2010 - July 2015)
- Long-Term Care and Disability Income Sales Manager @ (November 2010 - July 2015)
- Financial Services Professional @ (October 2010 - July 2015)
- Registered Representative @ MML Investors Services, LLC (October 2010 - July 2015)
- Financial Services Professional and Charitable Planning Director @ (September 2005 - November 2010)
- Registered Representative @ NYLIFE Securities, LLC (September 2005 - November 2010)
- Financial Services Representative @ (September 2004 - September 2005)
- Development Office @ (January 1984 - January 2004)
Daniel Miles Education
- The American College of Financial Services
Chartered Life Underwriter (CLU®) (Life Insurance, Estate Planning, Financial Planning)
2011-2016 - The American College of Financial Services
Life Underwriter Training Council Fellow (LUTCF) (Financial Planning, Long-Term Care Insurance, Business Insurance, Retirement Planning, Annuities...)
2005-2008 - Salem State University
Bachelor of Science (Business, Political Science, Geography/Travel and Tourism)
1986-1988
Daniel Miles Skills
- 401k
- 401k Rollovers
- Charitable Gift Planning
- Disability Insurance
- Employee Benefits
- Estate Planning
- Finance
- Financial Advisory
- Financial Planners
- Financial Planning
- Financial Services
- Fixed Annuities
- Helping You Prepare for Retirement
- Helping you Prepare for the Unexpected
- Independent Financial Advice
- Insurance
- Insurance Planning
- Investment Advisory
- Investment Advisory Services
- Investment Strategies
- Investments
- Leadership
- Life Insurance
- Long Term Care Insurance
- Long-term Care
- Management
- Marketing
- Mutual Funds
- Personal Financial Planning
- Planned Giving
- Retirement
- Retirement Planning
- Sales
- Securities
- Small Business
- Strategic Planning
- Team Building
- Training
- Variable Annuities
- Wealth Management
- Wealth Management Services
Daniel Miles Summary
- Daniel Miles, based in Rochester, NY, US, is currently a Sales Manager at Worldtek Travel / Miles Ahead Travel. Daniel Miles brings experience from previous roles at Miles Ahead Financial Planning, United Professional Advisors, LLC, Ameritas Investment Corporation and Nationwide Financial. Daniel Miles holds a 2011 - 2016 Chartered Life Underwriter (CLU®) in Life Insurance, Estate Planning, Financial Planning @ The American College of Financial Services. With a robust skill set that includes 401k, 401k Rollovers, Charitable Gift Planning, Disability Insurance, Employee Benefits and more. Daniel Miles has 2 emails and 1 mobile phone numbers on RocketReach.
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