Julia D.
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Julia D. Email & Phone Number

General Securities Principal at Shareholders Service Group at Shareholders Service Group
Location: Escondido, California, United States 3 work roles 1 school
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✓ Verified August 2026 3 data sources Profile completeness 86%

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Current company
Shareholders Service Group
Role
General Securities Principal at Shareholders Service Group
Location
Escondido, California, United States
Company size
26 employees

Who is Julia D.? Overview

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Quick answer

Julia D. is listed as General Securities Principal at Shareholders Service Group at Shareholders Service Group, a with 26 employees, based in Escondido, California, United States. AeroLeads shows a matched LinkedIn profile for Julia D..

Julia D. previously worked as Trader at Shareholders Service Group and Cash Management Intern at Shareholders Service Group. Julia D. holds Bachelor Of Science (B.S.), Managerial Economics from University Of California, Davis.

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Shareholders Service Group

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Profile bio

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 #6635371Currently 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.

Current workplace

Julia D.'s current company

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Shareholders Service Group
Shareholders Service Group
General Securities Principal at Shareholders Service Group
san diego, california, united states
Website
ssgcustodian.com
Employees
26
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3 roles

Julia D. work experience

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Trader

Current
Shareholders Service Group

Greater San Diego Area

FINRA Series 24 General Securities PrincipalFINRA Series 4 Registered Options PrincipalFINRA Series 7 and 63 Registered Securities Representative Trade equities, mutual funds, options, fixed income products, foreign currencies, international equities, and other securities at stock exchanges on behalf of financial advisors and clients. Monitor and resolve 90 day restrictions, margin issues, house calls and fed calls.Review securities transactions to ensure conformance to best execution through time and sales logs.Assist clients and advisors with requests related to all aspects of the brokerage business including trading, retirement, cash management, account maintenance, and tax questions.

Mar 2016 - Present

Finance Intern

Amn Healthcare

Greater San Diego Area

Internship at AMN Healthcare, the largest healthcare staffing and management services company in the United States. Assisted the finance department in reviewing and editing quarterly financial reports 10-Q and 8-K, respectively.

Jun 2013 - Sep 2013
Team & coworkers

Colleagues at Shareholders Service Group

Other employees you can reach at ssgcustodian.com. View company contacts for 26 employees →

RG Ron Garcia Ron Garcia Colleague at Shareholders Service GroupSan Diego, California, United States View → AM Alex Martins-Boyte Alex Martins-Boyte Colleague at Shareholders Service GroupSan Diego, California, United States View → BV Brandon Vivero Brandon Vivero Colleague at Shareholders Service GroupSan Diego, California, United States View → RP Raymond Peter Nazzal Raymond Peter Nazzal Colleague at Shareholders Service GroupCarlsbad, California, United States View → FL Forrest Lighthart Forrest Lighthart Colleague at Shareholders Service GroupSan Diego, California, United States View → CJ Conor Josten Conor Josten Colleague at Shareholders Service GroupSan Diego, California, United States View → BB Barry Boyte Barry Boyte Colleague at Shareholders Service GroupSan Diego, California, United States View → TG Teniesha Gordon Teniesha Gordon Colleague at Shareholders Service GroupNew York City Metropolitan Area, United States View → LN Ladonna Nunn Ladonna Nunn Colleague at Shareholders Service GroupJamul, California, United States View → KC Kevin Choi Kevin Choi Colleague at Shareholders Service GroupSan Diego, California, United States View →
1 education record

Julia D. education

FAQ

Frequently asked questions about Julia D.

Quick answers generated from the profile data available on this page.

What company does Julia D. work for?

Julia D. works for Shareholders Service Group.

What is Julia D.'s role at Shareholders Service Group?

Julia D. is listed as General Securities Principal at Shareholders Service Group at Shareholders Service Group.

Where is Julia D. based?

Julia D. is based in Escondido, California, United States while working with Shareholders Service Group.

What companies has Julia D. worked for?

Julia D. has worked for Shareholders Service Group and Amn Healthcare.

Who are Julia D.'s colleagues at Shareholders Service Group?

Julia D.'s colleagues at Shareholders Service Group include Ron Garcia, Alex Martins-Boyte, Brandon Vivero, Raymond Peter Nazzal, and Forrest Lighthart.

How can I contact Julia D.?

You can use AeroLeads to view verified contact signals for Julia D. at Shareholders Service Group, including work email, phone, and LinkedIn data when available.

What schools did Julia D. attend?

Julia D. holds Bachelor Of Science (B.S.), Managerial Economics from University Of California, Davis.

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