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Jose Carlos Benitez-ulmer

Universal Financial Services Inc.

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About Jose Carlos Benitez-ulmer

Jose Carlos Benitez-ulmer is a registered representative with Universal Financial Services Inc. in Guaynabo, PR. Jose Carlos has been in the financial industry since 1999 and has a broad range of experience with both individual and institutional clients. Jose Carlos is registered with the state of Puerto Rico as a broker-dealer. Jose Carlos holds several industry licenses, including the Series 7, Series 6, Series 24, Series 27, Series 63, Series 99TO, and SIE. In addition to his role at Universal Financial Services Inc., Jose Carlos has previously worked with several other firms. Jose Carlos focuses on investment company products/variable contracts representative examination.

Firm Information

Jose Benitez-ulmer 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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Jose Benitez-ulmer’s Registration & Firm History

PR

10/28/2004 - Present

Universal Financial Services Inc. (Guaynabo PR)

MA

01/01/2002 - 09/29/2003

MANULIFE FINANCIAL SECURITIES LLC (BOSTON MA)

MA

07/16/1999 - 01/01/2002

MANUFACTURERS SECURITIES SERVICES, LLC (BOSTON MA)

MA

08/01/1997 - 04/13/1998

METLIFE SECURITIES INC. (SPRINGFIELD MA)

NY

08/01/1997 - 04/13/1998

METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)

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Licenses & Designations

BC

Issued 07/24/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/07/2004

Series 27 - Financial and Operations Principal Examination

BC

Issued 05/19/2004

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/28/1999

Series 7 - General Securities Representative Examination

BC

Issued 07/17/1997

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jose Carlos Benitez-ulmer.
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