Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Montrice? Claim Your ProfileMontrice Lanae Robinson is a financial professional registered with Charles Schwab & CO., Inc. with a branch office located in Atlanta, GA. Montrice Lanae Robinson has been in the industry since November 2019 and is licensed to provide investment advice in 26 states. Montrice Lanae Robinson is also registered with FINRA and is a registered representative of Raymond James & Associates, Inc. Previous employment experience includes roles with BB&T, Keller Williams, Fidelity Bank and BNY Mellon Wealth Management.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
CO
01/30/2023 - Present
Charles Schwab & CO., Inc. (Lone Tree CO)
GA
03/05/2018 - 05/06/2021
RAYMOND JAMES & ASSOCIATES, INC. (ATLANTA GA)
BOTH
Issued 03/30/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/05/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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