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 is a registered investment advisor representative with BNY Mellon Securities Corporation. Ulderico Calero has been in the securities industry since 2007. Prior to joining BNY Mellon Securities Corporation, Ulderico Calero was employed by TIAA-CREF Individual & Institutional Services, LLC. Ulderico Calero has also been employed by Citigroup Global Markets Inc., CitiCorp Investment Services, and United Services Planning Association, Inc. Ulderico Calero is registered with FINRA and holds the following licenses: Series 6, Series 7, Series 24, Series 63, and Series 66. Ulderico Calero specializes in providing investment advice to high-net-worth individuals, corporations, and other businesses. Ulderico Calero also provides portfolio management for businesses and individuals. Ulderico Calero is also a trustee of Fordham University and Xavier High School. Ulderico Calero is a member of the American Legion Post #754.
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 3/22/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/31/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 7/5/2018
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 4/11/2018
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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