Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ulderico? Claim Your ProfileUlderico Calero Jr. is a financial professional with over 17 years of experience in the securities industry. Ulderico is currently registered with BNY Mellon Securities Corp. in New Jersey. Prior to this, Ulderico has worked with other reputable firms such as TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC and CETERA INVESTMENT SERVICES LLC. Ulderico is a highly experienced and knowledgeable financial professional with a deep understanding of the financial markets. Ulderico is dedicated to providing clients with personalized financial advice and guidance to help them achieve their financial goals.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Bnymsc sponsors a wrap fee program, and serves as a portfolio mgr or model provider to third party wrap program sponsors.
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.
A percentage of the total value of assets under management is charged.
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2
NY
10/24/2019 - Present
BNY Mellon Securities Corp. (NEW YORK NY)
NY
04/11/2018 - 10/07/2019
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (NEW YORK NY)
OR
10/15/2012 - 06/11/2013
CETERA INVESTMENT SERVICES LLC (PORTLAND OR)
TX
02/18/2010 - 10/13/2010
CITIGROUP GLOBAL MARKETS INC. (DALLAS TX)
TX
05/29/2007 - 12/15/2008
CITIGROUP GLOBAL MARKETS INC. (IRVING TX)
TX
03/15/1999 - 05/29/2007
CITICORP INVESTMENT SERVICES (BRECKENRIDGE TX)
TX
10/24/1997 - 12/31/1997
UNITED SERVICES PLANNING ASSOCIATION, INC. (FORT WORTH TX)
BOTH
Issued 03/22/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/31/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/05/2018
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/11/2018
Series 7 - General Securities Representative Examination
BC
Issued 10/23/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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