Jose E. Quiñones

Jose E. Quiñones

CFP ®, Associate at Quinones Financial Group LLC
Registered Principal, Lincoln Financial Securities

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Phone: 787 763 9936
Fax: 787 250 1413
E-mail:


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The role of a CERTIFIED FINANCIAL PLANNER ™, as defined by the CFP Board and as it applies to CFP certificants, denotes the process of determining whether and how an individual can meet life goals through the proper management of financial resources.  This powerful principle summarizes my role as a professional with my clients.  

 

As an Advisory Representative of Lincoln Financial Securities I work with clients, mostly physicians and  business owners, in designing, implementing and monitoring financial plans. I am also a Branch Manager, supervising and auditing 11 financial advisors, making sure the representatives of Lincoln Financial Securities Corporation meet the Broker Dealer’s and regulators compliance standards.  My affiliations include the Financial Planning Association, the International Association of Registered Financial Consultants, the Society of Financial Professionals and a qualifying member of the Million Dollar Round Table. 

 

I have also completed the Series 7, 24 & 66 FINRA examinations, hold a Life/Health and Disability insurance license and graduated from Penn State University with a B.S. in Insurance and a minor in Business Law.

 

Some of my personal accomplishments include being a professional volleyball player and champion in Europe for three different countries, winning a gold medal with the PR National Team in "Los Centroamericancos 2006”, playing the volleyball World Championships in Japan, and also being a three year captain and All American at Penn St. University.  

 

“My role as a financial planner is much similar to the role I played as a setter in volleyball for many years.  I was the offensive coordinator of the team, bringing all the pieces together to perform at the highest level.  This required practice, repetition, patience, discipline; I can go on! It is no coincidence that my most meaningful and productive relationships are the ones in which the team of advisors, mostly their CPA’s, lawyers, or trusted consultants, work hand in hand for the benefit of our mutual clients.  It is still a team approach”.