Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donnie? Claim Your ProfileDonnie Wayne Robinson is a financial advisor currently registered with Adapt Wealth Advisors, LLC. Donnie has been a financial advisor since 2005. Donnie has worked with several firms including Ameriprise Financial Services, Inc. and Commonwealth Financial Network. Donnie has earned the Certified Financial Planner designation and has experience working with clients including individuals, high net worth individuals, and corporations. Donnie's primary registrations are with the State of Georgia.
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.
Guidance on pension options to ensure a secure financial future.
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.
A percentage of the total value of assets under management is charged.
1
2
GA
02/15/2024 - Present
Adapt Wealth Advisors, LLC (ATLANTA GA)
GA
02/17/2016 - 02/22/2024
AMERIPRISE FINANCIAL SERVICES, LLC (Atlanta GA)
GA
08/14/2009 - 02/03/2016
COMMONWEALTH FINANCIAL NETWORK (ATLANTA GA)
GA
09/08/2006 - 08/18/2009
FSC SECURITIES CORPORATION (ATLANTA GA)
GA
08/24/2005 - 08/11/2006
AMERIPRISE FINANCIAL SERVICES, INC. (ATLANTA GA)
MN
08/24/2005 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 09/19/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/23/2005
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Donnie Robinson is the right advisor for you? Invested Better is here to help.
