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Jose Carlos Benitez-Ulmer

UNIVERSAL FINANCIAL SERVICES INC.·GUAYNABO, Puerto Rico
SIE, Series 6, Series 7, Series 24, Series 27, Series 63, Series 99TOClean 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
01

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 7
Series 24
Series 27
Series 63
Series 99TO
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
UNIVERSAL FINANCIAL SERVICES INC.
CRD 131558 · SEC 801-121280
AUM
$374M
Regulatory assets under management
Employees
3
1 client accounts
Services offered by UNIVERSAL FINANCIAL SERVICES INC.
Per Form ADV
Portfolio management (pooled investments)
Client types served by the firm
Per Form ADV
Institutional Investors
View all advisors at UNIVERSAL FINANCIAL SERVICES INC. →
Introduction

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04

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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Other Advisors at UNIVERSAL FINANCIAL SERVICES INC.

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Nancy Ivette Martinez-Rivera
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Michael E Prewitt
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Research
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