Napoleon Robinson, CFP®, MBA

VP - Financial Consultant

+1 704-342-5383

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Master in Business Administration
  • Series 7, 24, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

10 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2023-present
  • VP - Financial Consultant, TD Ameritrade, 2021-2023
  • Branch Manager, TD Ameritrade, 2018-2021
  • Private Investment Banker, Wells Fargo, 2016-2018
  • Financial Advisor, Edward Jones, 2013-2016

Education

  • MBA, Florida A&M University
  • BA, Business Administration, Florida A&M University

Personal interests and affiliations

  • Alpha Phi Alpha
  • Alpha Kappa Psi Business Fraternity
  • Florida A&M University National Alumni Association

Standard mailing address:

Charles Schwab & Co, Inc
Orlando Operation Center
P.O. Box 628291
Orlando, FL 32862-8291

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