Unclaimed Profile

Michael E Prewitt

UNIVERSAL FINANCIAL SERVICES INC.·GUAYNABO, Puerto Rico

SIE, Series 7, Series 9, Series 10, Series 24, Series 66Clean record19 years registeredUNIVERSAL FINANCIAL SERVICES INC.

METRO OFFICE PARK, GUAYNABO, PR 00968CRD# 4878980Firm CRD# 131558

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Michael E Prewitt · GUAYNABO, PR

Registration

CRD #4878980 · UNIVERSAL FINANCIAL SERVICES INC. · 19 years registered

Brand Profile

Not yet started

Career History

UBS FINANCIAL SERVICES INC.

Jul 2022 – present

UNIVERSAL FINANCIAL SERVICES INC.

Apr 2022 – Jun 2022

GUAYNABO, PR

UBS FINANCIAL SERVICES INC.

Sep 2006 – Sep 2006

SAN JUAN, PR

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 9

Series 10

Series 24

Series 66

Registration record

First registered · September 14, 2006

Years registered · 19

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

UNIVERSAL FINANCIAL SERVICES INC.

CRD 131558 · SEC 801-121280

AUM

$374M

Regulatory assets under management

Employees

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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Frequently Asked Questions

What services does Michael E Prewitt offer?

Michael E Prewitt specializes in Investment Management, Fee-Only Advisory. Contact their office in GUAYNABO, Puerto Rico for a consultation.

What are Michael E Prewitt's credentials?

Michael E Prewitt is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Michael E Prewitt located?

Michael E Prewitt 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 Michael E Prewitt charge for services?

Michael E Prewitt'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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