Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Toledo is a financial advisor with Chicago Partners Investment Group LLC. Mark has over 30 years of experience in the financial services industry. Mark Toledo is a registered Investment Advisor in Illinois. Mark has passed multiple securities licenses and is a Chartered Financial Analyst (CFA). Mark is also the president of Total Portfolio Management, LLC, a registered investment advisor in Illinois.
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
01/14/2022 - Present
Chicago Partners Investment Group LLC (CHICAGO IL)
IL
01/15/1996 - 04/15/2003
MESIROW FINANCIAL, INC. (CHICAGO IL)
NA
01/03/1994 - 09/29/1997
HGT ADVISORS, INC.
NA
10/20/1986 - 10/25/1994
H H & G SECURITIES, INC.
NA
06/19/1983 - 08/08/1986
AETNA LIFE INSURANCE AND ANNUITY COMPANY
NA
06/24/1983 - 08/07/1986
AETNA FINANCIAL SERVICES, INC.
IA
Issued 01/09/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/25/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/27/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/27/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/24/1991
Series 27 - Financial and Operations Principal Examination
BC
Issued 04/30/1991
Series 24 - General Securities Principal Examination
BC
Issued 07/13/1991
Series 3 - National Commodity Futures Examination
BC
Issued 01/17/1987
Series 7 - General Securities Representative Examination
BC
Issued 02/07/1984
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 08/12/1976
Series 2 - Non-Member General Securities Examination
Active
Inactive
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