Profilo
Mr. Dan Toledo is an Investment Advisor at Chicago Partners Investment Group LLC.
Mr. Toledo joined Chicago Partners in September 2013.
Previously, he worked as a Financial Advisor at Waddell & Reed Financial Advisors and passed the series 7 and 66 securities exams.
Illinois Wesleyan University graduated Mr. Toledo with a Bachelor of Arts degree, majoring in Economics, in May 2009.
He completed the CFP certification program through Northwestern University and obtained his CFP designation in 2014.
Precedenti posizioni note di Dan Toledo
| Società | Posizione | Fine |
|---|---|---|
| Waddell & Reed Financial Services, Inc. | Corporate Officer/Principal | 30/08/2013 |
Formazione di Dan Toledo
| Illinois Wesleyan University | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Relazioni
13
Relazioni di 1° grado
2
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 1 |
|---|---|
| Waddell & Reed Financial Services, Inc. |
- Borsa valori
- Insiders
- Dan Toledo
