Joseph John Porzio
Professional Summary
Joseph John Porzio, who also goes by Joseph J Porzio, is a registered financial advisor currently at STONEX FINANCIAL INC. located in Winter Park, Florida and STONEX SECURITIES INC. located in Winter Park, Florida. Joseph is registered as a RR (Registered Representative) and started their career in finance in 1991. Joseph has worked at 11 firms and has passed the SIE, Series 72, Series 99TO and Series 27 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Joseph J Porzio
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Years of Experience
35 years in the financial services industry
Current & Past Employments
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Current Firm
INTERCAM SECURITIES, INC. | STONEX INTERNATIONAL SECURITIES INC.
Contact Information
Main Address
1221 Brickell Avenue Suite 200, Miami, FL 33131Mailing Address
1221 Brickell Avenue Suite 200, Miami, FL 33131Phone Number
(305) 377-8008Established
Florida since 09/19/2007Firm Type
CorporationFiscal Year End
DecemberFirm Size
SmallFINRA licenses (21 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| STONEX GROUP INC. | OWNER | — |
| DICIOLLO, ANTHONY JOSEPH | DIRECTOR | 4976402 |
| HUGO, MARK | PRINCIPAL OPERATING OFFICER | 2177412 |
| NEALON, TIFFANY | CHIEF COMPLIANCE OFFICER: AML COMPLIANCE OFFICER; EXECUTIVE REPRESENTATIVE: | 4858359 |
| PORZIO, JOSEPH JOHN | CFO/PFO/FINOP | 1319702 |
| SHAFFER, ROGER L | DIRECTOR | 1921270 |
| SHEA, KEVIN | SECRETARY | 8263627 |
| VIDAURRI, EVERARDO | DIRECTOR, CEO, ROSFP, EXECUTIVE REP | 2340353 |
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Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 72 — Government Securities Representative Examination
Passed Jan 2023SRO Registrations
SRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Joseph John Porzio's CRS (Customer Relationship Summary).
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