Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Napoleon? Claim Your ProfileNapoleon Robinson is a registered investment advisor representative with Charles Schwab & CO., Inc. Napoleon has been in the industry for over 9 years. Napoleon's previous experience includes positions with TD Ameritrade, Inc., WELLS FARGO CLEARING SERVICES, LLC and EDWARD JONES. Napoleon is licensed to offer investment advice in Georgia and North Carolina. Napoleon is also licensed to offer investment advice in 26 additional states including California, Florida, New York, and Texas. Napoleon's background includes providing advice in financial planning, investment management, and selection of other advisors. Napoleon's background includes a broad range of experience working with clients including high-net-worth individuals, individuals other than high-net-worth, 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.
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
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2
GA
08/18/2023 - Present
Charles Schwab & CO., Inc. (Savannah GA)
NC
04/05/2018 - 09/01/2023
TD AMERITRADE, INC. (Charlotte NC)
GA
10/28/2016 - 03/27/2018
WELLS FARGO CLEARING SERVICES, LLC (MARTINEZ GA)
FL
02/25/2014 - 03/02/2016
EDWARD JONES (LEHIGH ACRES FL)
BOTH
Issued 03/14/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/23/2018
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/25/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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