Perfil
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.
Antiguos cargos conocidos de Dan Toledo.
| Empresas | Cargo | Fin |
|---|---|---|
| Waddell & Reed Financial Services, Inc. | Corporate Officer/Principal | 30/08/2013 |
Formación de Dan Toledo.
| Illinois Wesleyan University | Undergraduate Degree |
Experiencias
Funciones ocupadas
Relaciones
13
Relaciones de 1er grado
2
Empresas vinculadas al 1er grado
Hombre
Mujer
Administradores
Ejecutivos
Empresas relacionadas
| Empresas privadas | 1 |
|---|---|
| Waddell & Reed Financial Services, Inc. |
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