AdvisorOS Directory
Claim Profile
JM

Javier Garofalo Medina

UNIVERSAL FINANCIAL SERVICES INC.·HATO REY, Puerto Rico
Unclaimed Profile
CALLE MEJICO #16, HATO REY, PR 00918CRD# 4008696Firm CRD# 131558
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
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
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in HATO REY?

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

Browse HATO REY 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 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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in HATO REY
Jose Gualberto Nater — X-SQUARE CAPITAL, INC.Manuel Antonio Moreda — X-SQUARE CAPITAL, LLCGregory Kaufman — POPULAR SECURITIES, LLCMarla Marie Acosta-Ashby — POPULAR SECURITIES, LLCRuben Antonio Tapia Vargas — X-SQUARE CAPITAL, LLC
Nearby cities in Puerto Rico
SAN JUAN (212)GUAYNABO (84)DORADO (20)PONCE (6)RINCON (5)
City Guides
SAN JUAN GuideGUAYNABO GuideDORADO 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