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Executive Representative, Finop · Universal Financial Services Inc.

Jose Carlos Benitez-Ulmer

CRD 2919918 · Named on Form ADV at one SEC-registered adviser

At a glance

Universal Financial Services Inc., an SEC-registered broker-dealer firm based in Guaynabo, PR with $325 million in regulatory assets, lists Jose Carlos Benitez-Ulmer on its Form ADV as Executive Representative, Finop, a control person.

Firms and roles

AtlasMembers

Jose’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jose’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.