Julie Lalwani is an investment adviser representative (IAR) with state registration records since 2011, appearing at 3 firms. Currently registered with AMERIPRISE FINANCIAL SERVICES, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| AMERIPRISE FINANCIAL SERVICES, LLC | 2025-10-24 | present | Yes |
| EDWARD D. JONES & CO., L.P. | 2017-05-02 | 2025-10-27 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2011-04-19 | 2017-05-02 | — |