Suggestions
Julia D.
General Securities Principal at Shareholders Service Group
Julia Daigle is a highly-skilled trader with extensive experience in equity/ETF, mutual fund, fixed income, option, and foreign currency trading. As a registered general securities and options principal with a series 7, 63, 4, 24 and SIE license, she is a top-notch professional in the field. Currently, Julia holds a position on the trade desk at Shareholder's Service Group, which is an introducing broker dealer exclusively serving Independent RIAs. She works closely with Pershing LLC (BNY Mellon) to clear trades for her clients.
With a Bachelor of Science (B.S.) in Managerial Economics from the University of California, Davis, Julia Daigle has a strong foundation in finance and economics. Her professional experience includes a role as a finance intern at AMN Healthcare and a cash management intern at Shareholders Service Group.
Julia has a proven track record and expertise in the financial industry, and she is well-equipped to assist clients with their trading needs. As a professional trader, she offers excellent guidance to help clients achieve their investment goals.