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IC

Isabel Chafey Gonzalez

GUAYNABO, PR 00968
Some features on this profile are disabled
CRD#: 8187782
IC
Isabel Chafey Gonzalez

Professional summary


Isabel Chafey Gonzalez, who also goes by Isabel Chafey, was a registered financial professional .

Isabel is registered as a RR (Registered Representative) and started their career in finance in 2026. Isabel had worked at 1 firm and has passed the Series 63, Series 79TO, Series 82TO and SIE exams.

Aliases


Isabel Chafey

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


Current

July 22, 2026 - Present

Office #1: 2 Calle Tabonuco, Gam Tower 401, Guaynabo, PR 00968
GUAYNABO, PR

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
RR
Series 63
Date: 11/14/2025
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 79TO
Date: 3/30/2026
Investment Banking Registered Representative Examination
General Industry/Product Exam
RR
Series 82TO
Date: 12/15/2025
Limited Representative-Private Securities Offerings
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current firm


No current employment

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


No current employment

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