Profile
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.
Former positions of Dan Toledo
| Companies | Position | End |
|---|---|---|
| Waddell & Reed Financial Services, Inc. | Corporate Officer/Principal | 2013-08-29 |
Training of Dan Toledo
| Illinois Wesleyan University | Undergraduate Degree |
Experiences
Positions held
Connections
13
1st degree connections
2
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 1 |
|---|---|
| Waddell & Reed Financial Services, Inc. |
- Stock Market
- Insiders
- Dan Toledo
