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Daniel Toledo, CFP

Chicago Partners Wealth Advisors LLC

Certified Financial Planner in Chicago, IL

http://www.Chicagopartnersllc.com

Address:
1 N Wacker Dr Ste 4075
Chicago, IL 60606
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About Daniel Toledo

Daniel Toledo is a financial professional at Chicago Partners Wealth Advisors LLC located in Chicago, Illinois. Daniel Toledo holds an industry securities registration subject to FINRA oversight having passed securities examinations . Financial advisors may be dually registered. In addition to being registered as a Registered Investment Advisor (RIA) licensed to sell insurance, advisors are often referred to as "stock brokers" when they are registered representatives to sell securities through broker dealers.

Professional Profile

Education and Degrees

No education details are currently available for this financial planner.

Languages

Daniel Toledo provides services to clients in the following language(s):

  • English

Specialties and Skills:

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  • Financial Planning Services

Industry Specialties

  • No Industry Specialties

Contact Information

Address:

Daniel Toledo
1 N Wacker Dr Ste 4075
Chicago, IL 60606

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