Unclaimed
Lukas Paul Johnson is an active Broker-Dealer representative and Investment Advisor Representative. Lukas has been in the financial industry for 2 years. Lukas is currently registered with Goldman Sachs & Co. LLC. Lukas has previously been employed with CITI PRIVATE ADVISORY, LLC and CITIGROUP GLOBAL MARKETS INC.. Lukas holds a Series 66, Series 31, Series 7TO and SIE licenses and is registered in 53 states. Lukas specializes in a variety of financial products and services and has worked with a range of clients, including high net worth individuals, corporations, and insurance companies.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Execution charges, custody, management fee
1
2
CO
05/26/2022 - Present
Goldman Sachs & Co. LLC (DENVER CO)
CO
11/29/2021 - 05/23/2022
CITI PRIVATE ADVISORY, LLC (Denver CO)
CO
11/29/2021 - 05/23/2022
CITIGROUP GLOBAL MARKETS INC. (DENVER CO)
BOTH
Issued 12/22/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/14/2022
Series 31 - Futures Managed Funds Examination
BC
Issued 11/29/2021
Series 7TO - General Securities Representative Examination
BC
Issued 11/15/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Lukas Johnson is the right advisor for you? Invested Better is here to help.