Urgel Jude Gallo Jr
Professional Summary
Urgel Jude Gallo JR, who also goes by Urgel Jude Gallo, Jerry Kaplan, was a registered financial advisor. Urgel was a previously registered financial professional and started their career in finance 1983 - 1987. Urgel had worked at 5 firms and has passed the Series 7 exam.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Urgel Jude Gallo, Jerry Kaplan
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
No current employment
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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Years of Experience
43 years registered in the securities industry
Current & Past Employments
Past
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Current Firm
BROOKS WEINGER ROBBINS & LEEDS INC. | J. BROOKS SECURITIES, INC. | HBS OF GREAT NECK INC.
Contact Information
Established
New York since 06/20/1983Firm Type
CorporationDocuments
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.Similar Advisors
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