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SJ

Suzanne M. Jurenek

P.J. ROBB VARIABLE
St. Petersburg, FL
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CRD#: 4374293
SJ

Professional summary


Suzanne Marie Jurenek, CFP®, who also goes by Suzie Jurenek, Suzanne M Jurenek, is a registered financial professional currently at P.J. ROBB VARIABLE, LLC located in St. Petersburg, Florida.

Suzanne is registered as a RR (Registered Representative) and started their career in finance in 2001. Suzanne has worked at 10 firms and has passed the Series 63, SIE and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Suzie Jurenek | Suzanne M Jurenek

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view Suzanne Marie Jurenek's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Experience


Current

March 25, 2022 - Present

P.J. ROBB VARIABLE, LLC

BD
CRD#: 38339
St. Petersburg, FL
Past

April 2, 2020 - February 25, 2022

CETERA WEALTH SERVICES, LLC

BD
CRD#: 13572
PLYMOUTH, MN
Past

October 20, 2016 - October 17, 2019

WELLS FARGO CLEARING SERVICES, LLC

RIA
CRD#: 19616
ATLANTA, GA
Past

June 17, 2016 - October 17, 2019

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
ATLANTA, GA
Past

October 13, 2014 - May 31, 2016

PRUCO SECURITIES, LLC.

BD
CRD#: 5685
ALPHARETTA, GA
Past

February 7, 2013 - October 7, 2014

THE LEADERS GROUP, INC.

BD
CRD#: 37157
SUMMIT, NJ
Past

March 7, 2012 - December 31, 2012

VOYA FINANCIAL ADVISORS, INC.

BD
CRD#: 2882
SMYRNA, GA
Past

June 1, 2009 - August 26, 2011

MORGAN STANLEY

BD
CRD#: 149777
PURCHASE, NY
Past

July 11, 2005 - June 1, 2009

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
NEW YORK, NY
Past

March 23, 2004 - May 13, 2004

MM ASCEND LIFE INVESTOR SERVICES, LLC

BD
CRD#: 36451
CINCINNATI, OH
Past

July 20, 2001 - July 8, 2002

NATIONWIDE INVESTMENT SERVICES CORPORATION

BD
CRD#: 7110
COLUMBUS, OH

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Alabama
(3/25/2022)
RR
Connecticut
(1/19/2024)
RR
Florida
(3/25/2022)
RR
Georgia
(3/25/2022)
RR
Illinois
(9/4/2024)
RR
Massachusetts
(8/18/2025)
RR
New York
(3/14/2023)
RR
North Carolina
(3/25/2022)
RR
Ohio
(5/15/2023)
RR
South Carolina
(3/25/2022)
RR
Tennessee
(3/25/2022)
RR
Texas
(10/18/2022)

Exams


State Security Law Exam
RR
Series 63
Date: 12/30/2005
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


PR
P.J. ROBB VARIABLE, LLC
P.J. ROBB VARIABLE CORPORATION | P.J. ROBB VARIABLE, LLC

CRD#: 38339 / SEC#: , 8-48197

BD
Broker-Dealer Firm Regulated by FINRA (New Orleans district office)
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Contact information


Main Address
6075 Poplar Ave Suite 400, Memphis, TN 38119
Mailing Address
6075 Poplar Ave Suite 400, Memphis, TN 38119
Phone number
(901) 722-5433
Established
Tennessee since 02/21/1995
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Medium
# of Employees

FINRA licenses (53 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
CRUMP LIFE INSURANCE SERVICES, LLCOWNER
COLLINS, HEATHER MARIEASSISTANT TREASURER AND PRINCIPAL OPERATIONS OFFICER5851459
CORDLE, COYE BAXTER IIICHIEF COMPLIANCE OFFICER, AML OFFICER & PRIVACY OFFICER4544954
HARRISON, BRUCE ANDREWPRESIDENT, CEO AND CHAIRMAN OF THE BOARD / DIRECTOR2232934
MERCHANT, JEFFREY SCHIIEF FINANCIAL OFFICER / TREASURER / PRINCIPAL FINANCIAL OFFICER / DIRECTOR4668892
SCHUYLER, JOHN EDWINSECRETARY AND DIRECTOR1056044
STAHLNECKER, ERIN ELIZABETHALTERNATE PRINCIPAL OPERATIONS OFFICER6606934

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


P.J. ROBB VARIABLE, LLC

CRD#: 38339St. Petersburg, FL

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