AdvisorOS Directory
Claim Profile
JB

Jose Carlos Benitez-Ulmer

UNIVERSAL FINANCIAL SERVICES INC.·GUAYNABO, Puerto Rico
Unclaimed Profile
METRO OFFICE PARK, GUAYNABO, PR 00968CRD# 2919918Firm CRD# 131558
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
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
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in GUAYNABO?

Browse all registered financial advisors in GUAYNABO, Puerto Rico or claim this profile if it's yours.

Browse GUAYNABO AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in GUAYNABO
Carlos Miguel Garcia — BAYBOSTON MANAGERS PUERTO RICO LLCRichard Scott Umstead — MOSAIC INVESTMENT PARTNERS, INC.Lee Dana Weiss — MOSAIC INVESTMENT PARTNERS, INC.John Raymond Watson — SANTANDER SECURITIES LLCEduardo Manuel Inclan — BLUHAUS CAPITAL MANAGEMENT LLC
Nearby cities in Puerto Rico
SAN JUAN (212)DORADO (20)HATO REY (19)PONCE (6)RINCON (5)
City Guides
SAN JUAN GuideDORADO GuideHATO REY GuidePONCE GuideRINCON Guide
Research
Advisor Fees in Puerto RicoNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile