(585) 410-6733

News & Events

Stay Up-To-Date With Allied Financial Partners

Nov
25
2013

Allied Financial Partners Welcomes New Director of Financial Services

Allied Financial Partners is proud to announce and welcome David Younis, CFP® as the firm’s Director of Financial Services. Younis will be responsible for managing and growing our financial services division.

He joins us from Lincoln Financial Advisors where he spent 10 years honing his skills by developing a comprehensive and consultative process to financial planning.

Younis graduated Magna Cum Laude from SUNY Geneseo with an undergraduate degree in Business Administration and a concentration in Finance. He then earned his CFP certification through The American College.

Join us in welcoming him to our team!

*Read more about David in our Winter 2014 Newsletter.

Tags

Younis

CFP

Director-of-financial-services

Placeholder image 1
Brighton Chamber of Commerce Logo
Canandaigua Chamber of Commerce Logo
Greece Chamber of Commerce Logo
Small BUsiness Council Logo
Victor Chamber of Commerce Logo
Ostego County Chamber of Commerce Logo

Allied Payroll Services is bonded

Investment and advisory services offered only by those representatives who are applicably licensed with Securities America, Inc., member FINRAOpens in new window/SIPCOpens in new window, and Securities America Advisors, Inc., respectively.  Securities America is unaffiliated with Allied Financial Services and any other named entities or services offered.  

Check the background of this firm and investment professional(s) on FINRA’s BrokerCheckOpens in new window

Brighton Chamber of Commerce Logo
Canandaigua Chamber of Commerce Logo
Greece Chamber of Commerce Logo
Small BUsiness Council Logo
Victor Chamber of Commerce Logo
Ostego County Chamber of Commerce Logo