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LM

Lissette Montalvo

STONEX INTERNATIONAL SECURITIES
Miami, FL 33131
Some features on this profile are disabled
CRD#: 6403444
LM

Professional summary

Lissette Montalvo, who also goes by Lissette Plotnicov, Lissette Posada, is a registered financial professional currently at STONEX INTERNATIONAL SECURITIES INC. located in Miami, Florida.

Lissette is registered as a RR (Registered Representative) and started their career in finance in 2025. Lissette has worked at 1 firm and has passed the Series 6TO and SIE exams.

Question & Answer

Are you a "fiduciary"?
No

Aliases

Lissette Plotnicov | Lissette Posada

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.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Lissette Montalvo'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

October 30, 2025 - Present

STONEX INTERNATIONAL SECURITIES INC.

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

State Registrations and Notice Filings

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

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Florida
(10/30/2025)

Exams

General Industry/Product Exam
RR
Series 6TO
Date: 10/29/2025
Investment Company Products/Variable Contracts Representative Examination
General Industry/Product Exam
RR
SIE
Date: 9/17/2025
Securities Industry Essentials Examination
SRO Registrations
RR
FINRA

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)

Documents

Customer Relationship Summary (CRS / FINRA)

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

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

STONEX INTERNATIONAL SECURITIES INC.

CRD#: 146667Miami, FL 33131

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