Julia D.

Senior Trading Representative @Altruist

San Marcos, CA, US
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Jan 2024 — Present

Senior Trading Representative @Altruist

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EDUCATION

2012 — 2015

University of California, Davis

Bachelor of Science (B.S.)

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.

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