DANIEL JOSEPH TOLEDO is an investment adviser representative (IAR) with state registration records since 2009, appearing at 3 firms. Currently registered with CHICAGO PARTNERS INVESTMENT GROUP LLC.
| Firm | From | To | Current |
|---|---|---|---|
| RETIREWISE CFP | 2022-12-15 | 2023-03-02 | — |
| CHICAGO PARTNERS INVESTMENT GROUP LLC | 2022-01-13 | present | Yes |
| CHICAGO PARTNERS INVESTMENT GROUP LLC | 2014-07-10 | 2021-12-31 | — |
| WADDELL & REED | 2009-07-30 | 2009-12-10 | — |