Daniel Schlein, Mba, Ricp Email & Phone Number

Buffalo, Ny, Us

Support overall growth and development of firm by helping attract and develop top talent in Buffalo, NY community. We are making a huge impact in the community, educating, giving first & our team is growing.p.s. Most of us are BILLS FANS!!!!Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Alliance Advisory Group, Inc is not an affiliate or subsidiary of PAS or Guardian. Alliance Advisory Group, Inc is not registered in any state or with the U.S. Securities and Exchange Commission as a Registered Investment Advisor. CA Insurance License Number - 4136642. This material is intended for general use. By providing this content The Guardian Life Insurance Company of America, Park Avenue Securities LLC, affiliates and/or subsidiaries, and your financial representative are not undertaking to provide advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity. Guardian, its subsidiaries, agents and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services and make no representation as to the completeness, suitability, or quality thereof.

Buffalo, Ny, Us

A unique Financial Decision-Making Approach:Whatever dreams you have for your financial future, it takes the right strategy to make it happen. You need a tested process that respects your current life an lifestyle - and one that helps put you on a solid path to achieving all that is important to you.GET ORGANIZED!!! Imagine being able to see everything about your money - on a single page. This "wide angle view" puts you in control so you can be more powerful with your finances. It's important to understand all the pieces of your financial picture and how they work. together.Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 600 Delaware Avenue, Buffalo, NY 14202 (716) 817-7109. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Alliance Advisory Group, Inc is not an affiliate or subsidiary of PAS or Guardian.CA Insurance License #4136642Alliance Advisory Group, Inc. is not registered in any state or with the U.S. Securities and Exchange Commission as a Registered Investment Advisor.Guardian, its subsidiaries, agents, and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents, and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services, and make no representation as to the completeness, suitability, or quality thereof.

Buffalo, Ny, Us

Our goal at Alliance Advisory Group is to deliver a suite of financial management and wealth-building initiatives for our clients. We form authentic relationships and develop an understanding of our clients’ needs before designing a strategic plan to foster their financial success. At Alliance, our team of seasoned professionals is committed to acting in the best interests of our clients. Whether you are seeking counsel for yourself, your family, or your business, let us help you establish and maintain your financial stability.Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 600 Delaware Avenue, Buffalo, NY 14202 (716) 817-7109. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Alliance Advisory Group, Inc is not an affiliate or subsidiary of PAS or Guardian.CA Insurance License #4136642Alliance Advisory Group, Inc. is not registered in any state or with the U.S. Securities and Exchange Commission as a Registered Investment Advisor.Guardian, its subsidiaries, agents, and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents, and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services, and make no representation as to the completeness, suitability, or quality thereof.

Advises on overall business strategy including forecasting, operations, vendor management, and customer relations, and go-to market growth strategies.

Performing at a 5 star level while serving tables, running food, and working banquets

Provided 20 hours of weekly service cleaning tables. Assisting wait staff in servicing customers

Buffalo, New York, Us

Helped to streamline the loan processing operation by authorizing important information on behalf of Processors. Created pamphlets, flyers, and other marketing materials to effectively promote each house.

Buffalo, New York, Us

Responsible for organizing and systematizing company files. Helped company leaders in facilitating a seamless office relocation process.

Master Of Business Administration (M.B.A.), Business, Marketing, Finance

Bachelor’S Degree, Bachelors Of Science Marketing

Center Of Entrepreneurship, Business