Unclaimed
Mariangie Colon rosado is a registered representative with Universal Financial Services Inc. Mariangie has been in the financial services industry since 2005. Mariangie has a Series 7, Series 24, and Series 99TO licenses. Mariangie is registered with the state of Puerto Rico. Prior to joining Universal Financial Services Inc., Mariangie worked at HERBERT J. SIMS & CO, INC. and SANTANDER SECURITIES LLC.
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.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
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2
PR
11/10/2023 - Present
Universal Financial Services Inc. (GUAYNABO PR)
PR
09/13/2013 - 07/28/2023
HERBERT J. SIMS & CO, INC. (GUAYNABO PR)
PR
06/21/2005 - 09/27/2013
SANTANDER SECURITIES LLC (GUAYNABO PR)
BC
Issued 10/27/2014
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 06/20/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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