Some great news to share. Over the weekend, our colleague Lucas Barnes, an Associate at Lightship Wealth Strategies, passed the FINRA Series 7 exam. For anyone unfamiliar, the Series 7 is one of the core licensing exams in financial services, and it isn’t an easy one. Lucas had been studying for months, and this past weekend he sat for the test and got it done.
Lucas works alongside Scott, and he’s been involved in nearly every part of our practice, from new account paperwork to estate transitions to the day-to-day service work that keeps things moving for our clients. Watching him grow into the role has been a real pleasure, and earning his Series 7 is a meaningful step in what we expect to be a long career.
If you’ve worked with Lucas, you already know what kind of teammate he is. Calm, sharp, and focused on getting things right for the person on the other end of the phone.
A big congratulations from all of us, Lucas. Well-earned.
Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. Lightship Wealth Strategies is not a registered broker/dealer and is independent of Raymond James Financial Services.