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Kimberly Mirelles Rodriguez-rivera

Universal Financial Services Inc.

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About Kimberly Mirelles Rodriguez-rivera

Kimberly Mirelles Rodriguez-rivera is an active, registered representative. Kimberly joined Universal Financial Services Inc. in October 2023. Kimberly is licensed to sell Investment Company Products/Variable Contracts and holds the SIE examination license. Kimberly is registered in Puerto Rico.

Firm Information

Kimberly Rodriguez-rivera 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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Kimberly Rodriguez-rivera’s Registration & Firm History

PR

10/26/2023 - Present

Universal Financial Services Inc. (GUAYNABO PR)

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Licenses & Designations

BC

Issued 10/26/2023

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 06/01/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kimberly Mirelles Rodriguez-rivera.
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