Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Toledo is a financial advisor with Chicago Partners Investment Group LLC. Daniel holds the Series 7 and Series 66 licenses and has been in the industry since 2009. Daniel is also a Certified Financial Planner and a Chartered Financial Analyst. Daniel has experience providing financial planning and investment advice to a wide range of clients, including individuals, families, businesses, and charitable organizations.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
401k plan option review & monitoring
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Roboadvisory offering
1
2
IL
01/13/2022 - Present
Chicago Partners Investment Group LLC (CHICAGO IL)
IL
07/08/2009 - 12/10/2009
WADDELL & REED, INC. (OAKBROOK IL)
BOTH
Issued 07/29/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/07/2009
Series 7 - General Securities Representative Examination
Active
Inactive
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