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Mariangie Colon rosado

Universal Financial Services Inc.

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About Mariangie Colon rosado

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.

Firm Information

Mariangie Colon rosado 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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Mariangie Colon rosado’s Registration & Firm History

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)

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Mariangie Colon rosado.
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