Universal Financial Services Inc.

Overview

Universal Financial Services Inc. is a Broker Dealer and registered investment adviser based in Guaynabo, PR, registered since 2004. It reports $325M in assets under management across 1 accounts, with 3 employees. Its 7 registered representatives work across 4 branch offices in 1 state.

Reported AUM

$325M

Discretionary

100%

Accounts

1

Employees

3

Registered reps

7

Branch offices

4

Registered since

2004

Jurisdictions

1

As reported in the firm's February 2026 filing.

Contact

1 phone number on file

Practice

Services

• Management for Investment Companies

Client types

• Investment Companies

Fee structure

Percentage of Assets

Products and services

• Insurance
• Investment Advisory Services
• Mutual Fund/Retailer
• Mutual Funds
• Retirement/Pension Products
• Variable Life Insurance & Annuities

Executive officers 3 of 4

• Jose Carlos Benitez-ulmer Executive Representative, Financial and Operations Principal CRD 2919918
• Nancy Ivette Martinez-rivera Chief Compliance Officer CRD 4659151
• Osvaldo Ramirez Bermudez Chief Risk Officer

1 more executive officer, with direct contact details

Registered reps 3 of 7

• Jose Carlos Benitez-Ulmer Registered Rep CRD 2919918
• Mariangie Colon Rosado Registered Rep CRD 2427241
• Cecilia Cruz Gonzalez Registered Rep CRD 4793906

4 more registered reps, with emails, phones and branch locations

Location

Headquarters

Calle 1 Lote 10
Guaynabo, PR 00968

Metro area

San Juan-Bayamón-Caguas, PR

Branch offices

4 in 1 state

Registrations

• SEC registered, corporation formed in Puerto Rico
• Registered in 1 jurisdiction
• Website: universallifepr.com/ulicoportal/via.aspx

Every state, with registration dates

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