Michael Lacy
Train Aspiring Financial Advisors | FINRA Exam Focus
Studied at College For Financial Planning
Works at J.P. Morgan
Available tomorrow
Starting at 9:00 PM UTC
Questions? Start chatting with this coach before you get started.
Michael's Offerings
Custom hourly · $159/hr
Get help with Series 6, Series 63, and .
Michael’s FINRA Exams (Series 7 & SIE) Qualifications
Scored a 85 on the FINRA Exams (Series 7 & SIE)
Welcome to my profile! With extensive experience in the financial industry, including roles as a Regional Support Lead and Private Client Advisor at J.P. Morgan, I have a deep understanding of the skills and knowledge required to excel in FINRA exams. My background in coaching and training financial advisors has equipped me with the tools to help you succeed. I have successfully guided 5 individuals through their exam preparation, helping them achieve their certification goals. Let's work together to create a personalized study plan that maximizes your strengths and addresses your areas for improvement. Reach out today to start your journey towards passing your FINRA exams with confidence!
Michael can help with:
Series 6
Series 63
Series 65
Series 66
Series 7
SIE
Tailored Study Plan
Test Prep Strategy
Work Experience
Regional Support Lead
J.P. Morgan
April 2026 - Present
Coach, manage, onboard, train financial advisors.
Senior Wealth Planner
Alloy Wealth Management
October 2023 - April 2026
Private Client Advisor
J.P. Morgan
October 2020 - October 2023
Lead Financial Advisor
Hobart Wealth
July 2018 - October 2020
Education
College For Financial Planning
Master's Degree, Personal Financial Planning
2021 - 2023
Southwestern Assemblies of God University
Bachelor's Degree, Business
2012 - 2017
I completed my Bachelor's Degree remotely with Southwestern after going to a Bible College for 3 years. The credits transferred and I was able to finish my degree with SAGU. However, there was a gap between my Bible College graduation and SAGU graduation.