Unclaimed
Heidy Pardo is a financial professional with over 10 years of experience in the industry. Currently, Heidy is a registered representative with BCI Securities, Inc., where she provides financial advice to individuals and corporations. Previously, Heidy has held positions at Wells Fargo Clearing Services, LLC, Boreal Capital Securities LLC, Insigneo Securities, LLC, Itau International Securities Inc., and EFG Capital International. Heidy holds the Series 7 and Series 63 licenses, and is a SIE exam holder. She is also registered in Florida and New York. Heidy has a strong background in portfolio management and provides a range of advisory services.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
FL
01/30/2020 - Present
BCI Securities, Inc. (MIAMI FL)
FL
12/11/2019 - 02/05/2020
WELLS FARGO CLEARING SERVICES, LLC (MIAMI FL)
FL
06/20/2019 - 11/14/2019
BOREAL CAPITAL SECURITIES LLC (MIAMI FL)
FL
05/17/2017 - 04/17/2019
INSIGNEO SECURITIES, LLC (MIAMI FL)
FL
05/15/2015 - 05/12/2017
ITAU INTERNATIONAL SECURITIES INC. (MIAMI FL)
FL
03/15/2011 - 02/23/2015
J.P. MORGAN SECURITIES LLC (MIAMI FL)
FL
12/17/2008 - 02/22/2011
EFG CAPITAL INTERNATIONAL (MIAMI FL)
BC
Issued 06/14/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/16/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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