Profil
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.
Anciens postes connus de Dan Toledo
| Sociétés | Poste | Fin |
|---|---|---|
| Waddell & Reed Financial Services, Inc. | Corporate Officer/Principal | 30/08/2013 |
Formation de Dan Toledo
| Illinois Wesleyan University | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
13
Relations au 1er degré
2
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 1 |
|---|---|
| Waddell & Reed Financial Services, Inc. |
