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.
Ehemalige bekannte Positionen von Dan Toledo
| Unternehmen | Position | Ende |
|---|---|---|
| Waddell & Reed Financial Services, Inc. | Corporate Officer/Principal | 30.08.2013 |
Ausbildung von Dan Toledo
| Illinois Wesleyan University | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
13
Beziehungen ersten Grades
2
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 1 |
|---|---|
| Waddell & Reed Financial Services, Inc. |
