José D. Soto Rivera is a registered Life and Property & Casualty insurance broker, as well as a registered representative for Lincoln Financial Services. He is committed to providing holistic financial advice to his clients and supporting them on their path to financial wellbeing and goals.
Jose D. Soto Rivera has successfully completed the following qualifications:
- FINRA Series 66
- FINRA Series 7
- SIE FINRA examinations
Jose has served as a consultant for Accenture Federal Services, the Puerto Rico Information & Technology Services, the Puerto Rican Government (2016-2019) and the Jordanian Minister of Entrepreneurship around topics of economic development, technology, and energy.
In his personal life, José lives in Mayaguez, P.R. with his family. He likes to climb, hike, dance, fire-spin, play piano, play soccer and the general outdoors. He is pursuing a master's degree in Electrical Engineering and Computer Science from the University of Colorado, as well as a Chartered Financial Analyst and a Certified Financial Planner designation.
He is also the Executive Director and Founder of ACOMERPR, a grassroots nonprofit organization that works on structuring public policy, strategic programming, and infrastructure to bolster Puerto Rico’s food security.
Investments and advisory services offered through representatives of Lincoln Financial Securities Corp., Member SIPC. Branch Office: 319 Villa Nevares, Carr 21, San Juan, PR 00927 Lincoln Financial Securities is not affiliated with Linda Corujo Retirement Center. LFS-4892985-080822