Julia D.

Senior Trading Representative @ Altruist

Role
Senior Trading Representative at Altruist
Location
San Marcos, CA, US
LinkedIn followers
500 followers
Sales & Business DevelopmentView LinkedIn profile

About Julia D.

Trader specializing in Equity/ETF, Mutual Fund, Fixed Income, Option, Foreign Currency, and International Equity trading. Registered General Securities and Options Principal. Series 7, 63, 4, 24 and SIE license holder CRD #66•••71 Currently I’m on the trade desk at Shareholder’s Service Group, an introducing broker dealer exclusively serving Independent RIAs. SSG clears through Pershing LLC (BNY Mellon), the largest clearing firm in the world.

Experience

  1. Senior Trading Representative

    Altruist

    Jan 2024 — Present

Education

  • University of California, Davis

    Bachelor of Science (B.S.)

    2012 — 2015

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Julia D. — Senior Trading Representative at Altruist in San Marcos, CA, US | Unifers