Julia D.
Senior Trading Representative @ Altruist
- Role
- Senior Trading Representative at Altruist
- Location
- San Marcos, CA, US
- LinkedIn followers
- 500 followers
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
Senior Trading Representative
Jan 2024 — Present
Education
University of California, Davis
Bachelor of Science (B.S.)
2012 — 2015
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