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IH

Idelma D. Hervis

CREAND SECURITIES
Miami, FL 33131
Some features on this profile are disabled
CRD#: 1429292
IH

Professional summary

Idelma De La Caridad Hervis, who also goes by Idelma De La Caridad Reyes, is a registered financial professional currently at CREAND SECURITIES located in Miami, Florida.

Idelma is registered as a RR (Registered Representative) and started their career in finance in 1986. Idelma has worked at 7 firms and has passed the Series 63, Series 52TO, Series 79TO, Series 99TO, SIE, Series 7, Series 14, Series 4, Series 53, Series 24 and Series 27 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Idelma De La Caridad Reyes

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 Idelma De La Caridad Hervis'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

April 17, 2000 - Present

CREAND SECURITIES

Office #1: 777 Brickell Avenue Suite 1201, Miami, FL 33131Office #2: 777 Brickell Avenue Suite 1201, Miami, FL 33131
BD
CRD#: 38964
Miami, FL
Past

February 13, 1997 - April 17, 2000

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
NEW YORK, NY
Past

September 28, 1994 - December 22, 1995

MAN INVESTMENTS INC.

BD
CRD#: 15770
NEW YORK, NY
Past

June 7, 1993 - April 8, 1994

LOMBARD INVESTMENT SERVICES, INC.

BD
CRD#: 31293
Past

July 12, 1991 - January 18, 1993

AMERISECURITIES CAPITAL CORP.

BD
CRD#: 22111
Past

January 4, 1991 - July 15, 1991

PRUDENTIAL EQUITY GROUP, LLC

BD
CRD#: 7471
NEW YORK, NY
Past

June 24, 1986 - January 7, 1991

LEHMAN BROTHERS INC.

BD
CRD#: 7506
NEW YORK, NY

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
California
(6/3/2008)
RR
Connecticut
(12/9/2009)
RR
District of Columbia
(12/9/2009)
RR
Florida
(4/18/2000)
RR
Maryland
(12/9/2009)
RR
New Jersey
(12/9/2009)
RR
New York
(6/3/2008)
RR
North Carolina
(1/5/2011)
RR
Puerto Rico
(3/8/2011)
RR
South Carolina
(12/9/2009)
RR
South Dakota
(12/20/2017)
RR
Texas
(12/9/2009)
RR
Virgin Islands
(4/11/2018)
RR
Virginia
(12/9/2009)

Exams

State Security Law Exam
RR
Series 63
Date: 4/10/1986
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 52TO
Date: 9/25/2025
Municipal Securities Representative Examination
General Industry/Product Exam
RR
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 2/15/1986
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 14
Date: 1/2/2023
Compliance Officer Examination
Principal/Supervisory Exam
RR
Series 4
Date: 7/15/1993
Registered Options Principal Examination
Principal/Supervisory Exam
RR
Series 53
Date: 3/2/1993
Municipal Securities Principal Examination
Principal/Supervisory Exam
RR
Series 24
Date: 2/23/1993
General Securities Principal Examination
Principal/Supervisory Exam
RR
Series 27
Date: 12/4/1992
Financial and Operations Principal Examination
SRO Registrations
RR
FINRA
SRO Registrations
RR
Nasdaq Stock Market

Current Firm

CS
CREAND SECURITIES
BETA CAPITAL MANAGEMENT, INC. | CREAND WEALTH MANAGEMENT | CREAND SECURITIES | BETA CAPITAL WEALTH MANAGEMENT | BETA CAPITAL SECURITIES LLC | BETA CAPITAL MANAGEMENT, L.P.

CRD#: 38964 / SEC#: , 8-48481

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

Main Address
777 Brickell Avenue Suite 1201, Miami, FL 33131
Mailing Address
777 Brickell Avenue Suite 1201, Miami, FL 33131
Phone number
(305) 358-8844
Established
Delaware since 12/31/1995
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (14 States and Territories)

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

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
CREDIT ANDORRA U.S. GP LLCSHAREHOLDER
ESCUDERO, MARYORI DEL SOCORROCOO4913350
GUZMAN, CARLOSCHIEF COMPLIANCE OFFICER1727654
HERVIS, IDELMA DE LA CARIDADCFO1429292
POVEDANO, NOELIACEO6126794
SOLIS MEDINA, ITZELAMLCO7817869

Disclosures

Regulatory Event7

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

CREAND SECURITIES

CRD#: 38964Miami, FL 33131

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