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Rafael A. Tohme Ledezma

CRD#: 6554716
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RT
Rafael Andres Tohme Ledezma

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Rafael Andres Tohme Ledezma, who also goes by Rafael Andres Tohme, Rafael Andres Tohme Ledezma, was a registered financial professional .

Rafael is a previously registered financial professional and started their career in finance in 2016. Rafael had worked at 1 firm and has passed the Series 65 exam.

Question & Answer


Are you a "fiduciary"?
No

Aliases


Rafael Andres Tohme | Rafael Andres Tohme Ledezma

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

July 1, 2016 - December 31, 2024

BLUE CHIP FINANCE LLC

RIA
CRD#: 281221
Caracas,

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 6/9/2016
Uniform Investment Adviser Law Examination

Current Firm


BC
BLUE CHIP FINANCE LLC
BLUE CHIP CAPITAL GROUP | BLUE CHIP FINANCE LLC

CRD#: 281221 / SEC#: 801-123392

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Contact information


Main Address
Av. San Felipe Torre Coinasa, Ph1, Caracas
Mailing Address
3250 Ne 1st Ave Suite 305, Miami, FL 33137
Phone number
+582122673976
Established
Firm type
Fiscal year end
# of Employees
7

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts61
AUM (Assets Under Management)$ 3,812,386

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


BLUE CHIP FINANCE LLC

CRD#: 281221

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