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Javier Garofalo Medina

UNIVERSAL FINANCIAL SERVICES INC.·HATO REY, Puerto Rico
Clean recordUNIVERSAL FINANCIAL SERVICES INC.
CALLE MEJICO #16, HATO REY, PR 00918CRD# 4008696Firm CRD# 131558

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Javier Garofalo Medina · HATO REY, PR
Registration
CRD #4008696 · UNIVERSAL FINANCIAL SERVICES INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Javier Garofalo Medina is a registered financial advisor based in HATO REY, 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# 4008696
Firm CRD# 131558
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Javier Garofalo Medina offer?
Javier Garofalo Medina specializes in Investment Management, Fee-Only Advisory. Contact their office in HATO REY, Puerto Rico for a consultation.
What are Javier Garofalo Medina's credentials?
Javier Garofalo Medina is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Javier Garofalo Medina located?
Javier Garofalo Medina is based in HATO REY, Puerto Rico, working with UNIVERSAL FINANCIAL SERVICES INC.. Their office serves clients in the HATO REY metropolitan area and surrounding communities.
How does Javier Garofalo Medina charge for services?
Javier Garofalo Medina'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.

Jose Carlos Benitez-Ulmer
GUAYNABO, PR
Nancy Ivette Martinez-Rivera
GUAYNABO, PR
Michael E Prewitt
GUAYNABO, PR

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Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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Research
Advisor Fees in Puerto RicoNational Fee Analysis
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