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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julie? Claim Your ProfileJulie Lalwani is a financial advisor with Edward Jones, a firm with a focus on individual investors and retirement planning. Julie has been in the financial services industry since 2007 and has a wide range of experience, including working with clients on their investment portfolios, financial planning, and retirement planning. Julie has also worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated and CUNA Brokerage Services, Inc. Julie is a Certified Financial Planner and holds several licenses, including Series 6, Series 7, Series 63, and Series 66.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
AZ
01/04/2019 - Present
Edward Jones (PHOENIX AZ)
AZ
03/28/2011 - 05/02/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PHOENIX AZ)
CA
03/08/2007 - 03/07/2008
CUNA BROKERAGE SERVICES, INC. (CHATSWORTH CA)
BOTH
Issued 04/15/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/14/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/27/2011
Series 7 - General Securities Representative Examination
BC
Issued 03/07/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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