Velda M. Knutson
Professional summary
Velda Marie Knutson, who also goes by Velda Marie Morton, Velda Marie Trudo, Velda Trudo, Velda Marie Turdo, is a registered financial professional currently at ALTRUIST FINANCIAL LLC located in San Diego, California.
Velda is registered as a RR (Registered Representative) and started their career in finance in 1988. Velda has worked at 6 firms and has passed the Series 63, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Velda Marie Knutson's CRS (Customer Relationship Summary).
Certified licenses
Experience
May 29, 2025 - Present
ALTRUIST FINANCIAL LLC
Office #1: 9845 Erma Road Ste 312, San Diego, CA 92131November 1, 2024 - May 14, 2025
ALTRUIST FINANCIAL LLC
June 30, 2015 - May 14, 2025
SHAREHOLDERS SERVICE GROUP, LLC
June 1, 1998 - August 15, 2001
TD AMERITRADE, INC.
October 6, 1994 - June 1, 1998
JACK WHITE & COMPANY, INC.
January 21, 1991 - September 1, 1993
LPL FINANCIAL LLC
March 23, 1988 - May 22, 1990
SENTRA SECURITIES CORPORATION
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(5/29/2025)
Exams
FINRA
Current Firm
ALTRUIST FINANCIAL LLC
CRD#: 299274 / SEC#: , 8-70244
Contact information
FINRA licenses (53 States and Territories)
Direct owners and executive officers
Red Flags
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