William Mckenzie
Professional summary
William Mckenzie, who also goes by Will Mckenzie, William Alexander Mckenzie, is a registered financial professional currently at P.J. ROBB VARIABLE, LLC located in Stone Mountain, Georgia.
William is registered as a RR (Registered Representative) and started their career in finance in 2011. William has worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6 and Series 26 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view William Mckenzie's CRS (Customer Relationship Summary).
Certified licenses
Experience
April 14, 2020 - Present
P.J. ROBB VARIABLE, LLC
October 1, 2018 - April 7, 2020
TRUIST ADVISORY SERVICES, INC.
September 24, 2018 - April 7, 2020
TRUIST INVESTMENT SERVICES, INC.
March 25, 2017 - September 10, 2018
MML INVESTORS SERVICES, LLC
March 25, 2017 - September 10, 2018
MML INVESTORS SERVICES, LLC
January 2, 2015 - March 25, 2017
MSI FINANCIAL SERVICES, INC.
January 2, 2015 - March 25, 2017
MSI FINANCIAL SERVICES, INC.
January 27, 2014 - January 2, 2015
NEW ENGLAND SECURITIES
December 6, 2011 - January 2, 2015
NEW ENGLAND SECURITIES
January 6, 2011 - December 7, 2011
MML INVESTORS SERVICES, LLC
State Registrations and Notice Filings
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Exams
FINRA
Current Firm
P.J. ROBB VARIABLE, LLC
CRD#: 38339 / SEC#: , 8-48197
Contact information
FINRA licenses (53 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| CRUMP LIFE INSURANCE SERVICES, LLC | OWNER | |
| COLLINS, HEATHER MARIE | ASSISTANT TREASURER AND PRINCIPAL OPERATIONS OFFICER | 5851459 |
| CORDLE, COYE BAXTER III | CHIEF COMPLIANCE OFFICER, AML OFFICER & PRIVACY OFFICER | 4544954 |
| HARRISON, BRUCE ANDREW | PRESIDENT, CEO AND CHAIRMAN OF THE BOARD / DIRECTOR | 2232934 |
| MERCHANT, JEFFREY S | CHIIEF FINANCIAL OFFICER / TREASURER / PRINCIPAL FINANCIAL OFFICER / DIRECTOR | 4668892 |
| SCHUYLER, JOHN EDWIN | SECRETARY AND DIRECTOR | 1056044 |
| STAHLNECKER, ERIN ELIZABETH | ALTERNATE PRINCIPAL OPERATIONS OFFICER | 6606934 |
Red Flags
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