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Mandie Lucente Hiznay

Stonex Advisors Inc.

Poland, OH

Birmingham, AL

CRD 2660930

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Employer firm

Stonex Advisors Inc. CRD 174182

$5.09B regulatory AUM 52 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Stonex Advisors Inc.

2 Perimeter Park South Suite 500 West, Birmingham, AL 35243 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2015-01-30
  • OH RA
    APPROVED
    Since 2015-01-30

Branch Locations

Poland, OH • United States

2 Perimeter Park South Suite 500 West, Birmingham, AL 35243 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Self Employed Poland OH 08/1989 Present
Stonex Securities Inc Poland OH 09/2014 Present
Stonex Advisors Inc Poland OH 01/2015 Present
  • 08/1989 → Present
    Self Employed
    Poland, OH
  • 09/2014 → Present
    Stonex Securities Inc
    Poland, OH
  • 01/2015 → Present
    Poland, OH
Previous Registrations
  • 2006-01-03 → 2015-01-30
    Wrp Investments, Inc.
    Youngstown, OH
    Poland, OH
    Youngstown, OH
Other Businesses

HIZNAY & ASSOCIATES, 7857 BENDEMEER DRIVE, POLAND, OHIO 44514: SOLE PROPRIETORSHIP NATURE OF BUS: INSURANCE AGENCY/FIA/CHFC/CLU, TITLE: OWNER, DUTIES: INSURANCE SALES/SERVICING ACCOUNTS, TIME SPENT: 50%, COMPENSATION: COMMISSIONS

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-12-28
S63 Uniform Securities Agent State Law Examination 1998-05-12
  • S65 Uniform Investment Adviser Law Examination
    1999-12-28
  • S63 Uniform Securities Agent State Law Examination
    1998-05-12
Other Names
  • Mandie Lucente

View on SEC IAPD

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