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HP

Heidy Pardo

CREAND SECURITIES
MIAMI, FL 33131
CRD#: 4892750
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HP
Heidy PardoCREAND SECURITIES

Professional summary

Heidy Pardo is a registered financial professional currently at CREAND SECURITIES located in Miami, Florida.

Heidy is registered as a RR (Registered Representative) and started their career in finance in 2008. Heidy has worked at 10 firms and has passed the Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
No

Aliases

None

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 Heidy Pardo'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

June 16, 2026 - Present

CREAND SECURITIES

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

December 23, 2025 - February 12, 2026

BOLTON GLOBAL CAPITAL

BD
CRD#: 15650
Miami, FL
Past

July 21, 2025 - December 12, 2025

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
Miami, FL
Past

January 30, 2020 - February 19, 2025

BCI SECURITIES, INC.

BD
CRD#: 168047
MIAMI, FL
Past

December 20, 2019 - February 5, 2020

WELLS FARGO CLEARING SERVICES, LLC

RIA
CRD#: 19616
MIAMI, FL
Past

December 11, 2019 - February 5, 2020

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
MIAMI, FL
Past

June 20, 2019 - November 14, 2019

BOREAL CAPITAL SECURITIES LLC

BD
CRD#: 158599
MIAMI, FL
Past

May 17, 2017 - April 17, 2019

INSIGNEO SECURITIES, LLC

BD
CRD#: 29249
MIAMI, FL
Past

May 15, 2015 - May 12, 2017

ITAU INTERNATIONAL SECURITIES INC.

BD
CRD#: 144769
MIAMI, FL
Past

March 15, 2011 - February 23, 2015

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
MIAMI, FL
Past

December 17, 2008 - February 22, 2011

EFG CAPITAL INTERNATIONAL

BD
CRD#: 40118
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
(6/17/2026)

Exams

State Security Law Exam
RR
Series 63
Date: 6/14/2011
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 12/16/2008
General Securities Representative 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)

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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