Universal Financial Services Inc.

CRD 131558 · Guaynabo, PR · $324.6M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 131558
SEC number: 801-121280
Firm type: RIA
Assets under management: $324.6M as of Feb 11, 2026
Website: www.universallifepr.com/ULICOPortal/VIA.aspx ↗
Phone: (787) 706-7095
Address: Metro Office Park, Guaynabo, PR, 00968

Advisors at this firm

8 in our index · page 1 of 1

Jose Carlos Benitez-UlmerCRD 2919918 · Guaynabo, PR

Broker
Mariangie Colon RosadoCRD 2427241 · Guaynabo, PR

Broker
Cecilia Cruz GonzalezCRD 4793906 · Guaynabo, PR

Broker
Ramon E. DomenechCRD 4552348 · Guaynabo, PR

Broker
Raymond Simon EissaCRD 1267741 · Guaynabo, PR

Broker
Frances M FuentesCRD 5162218 · Guaynabo, PR

Broker
Nancy Ivette Martinez-RiveraCRD 4659151 · Guaynabo, PR

IA RegisteredBroker
Kimberly Mirelles Rodriguez-RiveraCRD 6201387 · Guaynabo, PR

Broker

Source & corrections

Where this page comes from

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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

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