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Victoria Callero

Objective Capital Management, LLC

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About Victoria Callero

Victoria Callero is a registered investment advisor representative. Victoria is associated with Objective Capital Management, LLC and previously was associated with Mutual Securities, Inc. and Fifth Third Securities, Inc.. Victoria has been in the securities industry for 8 years. Victoria has passed the Series 6, Series 7TO, Series 63 and Series 66 exams. Victoria is licensed in Illinois, New York, Ohio and Texas.

Firm Information

Victoria Callero is currently registered with Objective Capital Management, LLC. Objective Capital Management, LLC is an investment advisor registered with the SEC and located in Pepper Pike, OH. The firm provides financial planning and portfolio management services for individuals and high-net-worth individuals. They manage approximately $381,653,900 in assets for approximately 1,000 clients.
Objective Capital Management, LLC

29325 CHAGRIN BLVD

PEPPER PIKE, OH 44122

$381.65M

Assets Under Management

1

Total Clients

8

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Victoria Callero’s Registration & Firm History

OH

05/06/2021 - Present

Objective Capital Management, LLC (PEPPER PIKE OH)

IL

04/30/2021 - 02/22/2023

MUTUAL SECURITIES, INC. (Chicago IL)

IL

09/14/2015 - 05/06/2021

FIFTH THIRD SECURITIES, INC. (CHICAGO IL)

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Licenses & Designations

BOTH

Issued 01/29/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/25/2015

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/29/2018

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/14/2015

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Victoria Callero.
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