Jose Quinones, financial advisor San Juan PR

Jose Quinones

CRD Number: 4519741
Current Firm: Osaic Fs, Inc.

Jose Quinones (CRD# 4519741) is an Investment Advisor Representative working at Osaic Fs, Inc. in San Juan, PR and has over 19 years of experience in the finance industry. Jose Quinones has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Lincoln Financial Securities Corporation San Juan, PR Jul 2008 - Current 16
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2005
Contact Info for Jose E. Quinones
Phone Number: 800-237-3813
Registered State(s):
  • PR
By the Numbers
  • Total Assets Under Management
    4,483
    MILLIONS
  • Total Number of Accounts
    21,454
    ACCOUNTS
  • Average Account Value
    $208,966
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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