linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Cecilia Cruz gonzalez

Universal Financial Services Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Cecilia? Claim Your Profile

About Cecilia Cruz gonzalez

Cecilia Cruz gonzalez is a registered representative with Universal Financial Services Inc. in Guaynabo, Puerto Rico. Cecilia has been in the industry since October 2004 and has been registered with FINRA since July 2005. Cecilia holds the Series 7 and SIE licenses. Universal Financial Services Inc. is an investment advisor firm that provides portfolio management services to investment companies. The firm manages approximately $374,368,239 in assets.

Firm Information

Cecilia Cruz gonzalez 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.

check

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.

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Cecilia Cruz gonzalez’s Registration & Firm History

PR

10/28/2004 - Present

Universal Financial Services Inc. (Guaynabo PR)

Not sure if Cecilia Cruz gonzalez is right for you?

Licenses & Designations

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/03/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Cecilia Cruz gonzalez.
Not sure if Cecilia Cruz gonzalez is right for you?