FINRA Financial Test Prep | Ballwin, MO

Service Area: Ballwin, MO
Team Size: 1 employee
Business Duration: 10 years

Business Hours

Currently, we do not have any information about this provider's business hours. We recommend reaching out to them directly for specific details.

Payment Methods

Credit Card
Stripe

Services Offered

Service type

General financial planning
Retirement planning
Life insurance review
Investment review
Tax planning
College planning
Trusts or estate planning
Annuities
Mutual funds
Home purchase

Work location

My customers travel to me
I work remotely (phone or internet)
I travel to my customers

About

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.

License

- License Holder: Lucas Johnson
- License Type: Investment Adviser Representative (MO)
- License number: #6289731
- License verified on 2/5/2024
- Valid through 2/5/2026

Verification

Background Check
- Lucas Johnson
- Completed on 2/5/2024

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