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Axel Ramon Mone frontera

Universal Financial Services Inc.

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About Axel Ramon Mone frontera

Axel Ramon Mone frontera is an investment advisor representative at Universal Financial Services Inc. Axel Ramon Mone frontera has been in the securities industry since 1990. Axel Ramon Mone frontera holds the Series 6 and SIE licenses and has been registered in Puerto Rico since 2009. Axel Ramon Mone frontera has previously worked at Lincoln Financial Securities Corporation, Walnut Street Securities, Inc., Jefferson Pilot Securities Corporation, and John Hancock Distributors, Inc. and John Hancock Mutual Life Insurance Company.

Firm Information

Axel Mone frontera is currently registered with Universal Financial Services Inc.. Universal Financial Services Inc. is a Puerto Rico-based corporation formed in 2004, specializing in portfolio management for investment companies. They have 2 registered representatives and manage over $374 million in assets. Their main office is located in Guaynabo, Puerto Rico.
Universal Financial Services Inc.

METRO OFFICE PARK

GUAYNABO, PR 00968

$374.37M

Assets Under Management

Not reported

Total Clients

8

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Axel Mone frontera’s Registration & Firm History

PR

02/06/2009 - Present

Universal Financial Services Inc. (Guaynabo PR)

PR

01/14/2002 - 12/31/2008

LINCOLN FINANCIAL SECURITIES CORPORATION (YAUCO PR)

CA

06/21/2001 - 12/20/2001

WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)

IN

07/14/1992 - 06/18/2001

JEFFERSON PILOT SECURITIES CORPORATION (FORT WAYNE IN)

MA

03/06/1990 - 08/03/1992

JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)

MA

03/06/1990 - 08/03/1992

JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)

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Licenses & Designations

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/03/1990

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Axel Ramon Mone frontera.
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