FINRA Financial Test Prep

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Introduction

Hi all, I am a licensed investment advisor located in the St. Louis, Missouri area. In 2015, I started my financial practice First Street Financial Advisors. My practice focuses on helping individuals reach their financial goals through holistic financial planning. I also tutor students online who are taking high stakes FINRA examinations. I have experience in the examinations and hold several FINRA licenses. Additionally, I've taught groups and individuals. Note: I only teach students online.

Overview

Serves Ballwin, MO

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License verified

1 employee

10 years in business

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This pro accepts payments via Credit card and Stripe.

Reviews

Customers rated this pro highly for work quality, value, and professionalism.

5.0

1 review

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Erika J.

Feb 12, 2024

I recently had the pleasure of using Lucas Johnson's FINRA Financial Test Prep materials/service, and I must say, I am thoroughly impressed. As someone who was initially apprehensive about tackling the FINRA exams, I found Lucas Johnson's resources to be an absolute game-changer. First and foremost, the content provided in the test prep materials is comprehensive and well-structured. Lucas has a knack for breaking down complex financial concepts into digestible chunks, making it much easier for students to grasp and retain the information. Whether you're a seasoned professional or just starting out in the financial industry, you'll find immense value in the thoroughness of his materials. Moreover, I appreciate Lucas Johnson's commitment to staying up-to-date with the latest FINRA regulations and exam changes. His materials are always current, reflecting the most recent updates in the industry, which is crucial for anyone preparing for these rigorous exams. But perhaps what sets Lucas Johnson's FINRA Financial Test Prep apart is his genuine passion for helping students succeed. His dedication to their learning journey shines through in every aspect of his materials, from the clarity of his explanations to the promptness in addressing any questions or concerns. In conclusion, I cannot recommend Lucas Johnson's FINRA Financial Test Prep enough. Whether you're striving to obtain your license or looking to advance your career in the financial sector, investing in his materials is an investment in your future success. Thank you, Lucas, for your outstanding contribution to the world of financial education!

Credentials

License

License Type: Investment Adviser Representative (MO)

License verified on 2/5/2024

Background Check

Lucas Johnson

FAQs

What should the customer know about your pricing (e.g., discounts, fees)?
Prices for financial planning vary based on complexity. Package pricing for financial planning. ---------------------------------------------------------------------------------------- The current price for Financial Test Prep (SIE, Series 6, Series 7, Series 63, Series 65 and Series 66) is $127/hr. Please inquire about bulk lesson purchases.
What is your typical process for working with a new customer?
Financial Planning: 1.) Introductory Zoom or phone call 2.) No Obligation Consultation 3.) Start Plan Contract ---------------------------------------------------------------------------------------- 1.) After initial inquiry, there will be a 15 minute phone or Zoom call to discuss your test prep situation and goals. 2.) A contract will be signed outlining hourly charges and length of engagement 3.) Lesson scheduling begins
What education and/or training do you have that relates to your work?
1.) 9 years financial planning experience working as an IAR & RR 2.) Holds Series 7, Series 66 and Life Insurance Producer License 3.) Online education and tutoring experience 4.) Options & margin trading experience