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Jose Carlos Benitez-Ulmer

UNIVERSAL FINANCIAL SERVICES INC.·GUAYNABO, Puerto Rico
Clean recordUNIVERSAL FINANCIAL SERVICES INC.
METRO OFFICE PARK, GUAYNABO, PR 00968CRD# 2919918Firm CRD# 131558

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jose Carlos Benitez-Ulmer · GUAYNABO, PR
Registration
CRD #2919918 · UNIVERSAL FINANCIAL SERVICES INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Jose Carlos Benitez-Ulmer is a registered financial advisor based in GUAYNABO, Puerto Rico, affiliated with UNIVERSAL FINANCIAL SERVICES INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Institutional Investors
Introduction

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03

Firm Overview

Firm
UNIVERSAL FINANCIAL SERVICES INC.
UNIVERSAL FINANCIAL SERVICES INC.
AUM
$374M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at UNIVERSAL FINANCIAL SERVICES INC. →
Services
Portfolio management (pooled investments)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2919918
Firm CRD# 131558
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jose Carlos Benitez-Ulmer offer?
Jose Carlos Benitez-Ulmer specializes in Investment Management, Fee-Only Advisory. Contact their office in GUAYNABO, Puerto Rico for a consultation.
What are Jose Carlos Benitez-Ulmer's credentials?
Jose Carlos Benitez-Ulmer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jose Carlos Benitez-Ulmer located?
Jose Carlos Benitez-Ulmer is based in GUAYNABO, Puerto Rico, working with UNIVERSAL FINANCIAL SERVICES INC.. Their office serves clients in the GUAYNABO metropolitan area and surrounding communities.
How does Jose Carlos Benitez-Ulmer charge for services?
Jose Carlos Benitez-Ulmer's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is UNIVERSAL FINANCIAL SERVICES INC.?
UNIVERSAL FINANCIAL SERVICES INC. has approximately 3 employees and manages $374M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Javier Garofalo Medina
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Michael E Prewitt
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Research
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