JP

Joseph J. Porzio

STONEX FINANCIAL
Winter Park, FL 32789
Some features on this profile are disabled
CRD#: 1319702
JP

Professional summary


Joseph John Porzio, who also goes by Joseph J Porzio, is a registered financial professional 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.

Question & Answer


Are you a "fiduciary"?
No

Aliases


Joseph J Porzio

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.

CRS (Client Relationship Summary) - BD


Click below to view Joseph John Porzio's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

July 10, 2015 - Present

STONEX FINANCIAL INC.

Office #1: 329 Park Avenue North Suite 350, Winter Park, FL 32789
BD
CRD#: 45993
Winter Park, FL
Current

August 19, 2021 - Present

STONEX SECURITIES INC.

Office #1: 329 Park Avenue N. Suite 350, Winter Park, FL 32789
BD
CRD#: 18456
Winter Park, FL
Current

January 15, 2026 - Present

STONEX INTERNATIONAL SECURITIES INC.

Office #1: 1221 Brickell Avenue Suite 200, Miami, FL 33131
BD
CRD#: 146667
Miami, FL
Past

November 21, 2022 - December 31, 2024

STONEX OUTSOURCED SERVICES LLC

BD
CRD#: 30773
WINTER PARK, FL
Past

January 17, 2019 - May 1, 2019

INTL FCSTONE CREDIT TRADING LLC

BD
CRD#: 41025
NEW YORK, NY
Past

January 18, 2012 - July 10, 2015

INTL FCSTONE PARTNERS L.P.

BD
CRD#: 19764
JERSEY CITY, NJ
Past

December 21, 2010 - January 11, 2012

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
NEW YORK, NY
Past

May 3, 2004 - September 10, 2010

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
NEW YORK, NY
Past

April 22, 1999 - April 8, 2004

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
NEW YORK, NY
Past

April 8, 1993 - April 26, 1999

MERRILL LYNCH GOVERNMENT SECURITIES OF PUERTO RICO, INC.

BD
CRD#: 19711
HATO REY, PR
Past

June 14, 1991 - April 1, 1999

MERRILL LYNCH GOVERNMENT SECURITIES INC.

BD
CRD#: 19693
NEW YORK, NY

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


General Industry/Product Exam
General Industry/Product Exam
RR
Series 72
Date: 1/2/2023
Government Securities Representative Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
Nasdaq Stock Market

Current Firm


SI
STONEX INTERNATIONAL SECURITIES INC.
INTERCAM SECURITIES, INC. | STONEX INTERNATIONAL SECURITIES INC.

CRD#: 146667 / SEC#: , 8-67840

BD
Broker-Dealer Firm Regulated by FINRA (Florida district office)
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Contact information


Main Address
1221 Brickell Avenue Suite 200, Miami, FL 33131
Mailing Address
1221 Brickell Avenue Suite 200, Miami, FL 33131
Phone number
(305) 377-8008
Established
Florida since 09/19/2007
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (19 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Direct owners and executive officers


NamePositionCRD#
STONEX GROUP INC.OWNER
CARTER, JAY WILSONDIRECTOR2412541
DICIOLLO, ANTHONY JOSEPHDIRECTOR4976402
NEALON, TIFFANYCHIEF COMPLIANCE OFFICER: AML COMPLIANCE OFFICER; EXECUTIVE REPRESENTATIVE: PRINCIPAL OPERATING OFFICER4858359
PORZIO, JOSEPH JOHNCFO/PFO/FINOP1319702
SHAFFER, ROGER LDIRECTOR1921270
VIDAURRI, EVERARDODIRECTOR, CEO, ROSFP, EXECUTIVE REP2340353

Red Flags


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Company Information


STONEX INTERNATIONAL SECURITIES INC.

CRD#: 146667Winter Park, FL 32789

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