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TB

Tammie S. Beckwith

PMA SECURITIES
NAPERVILLE, IL 60563
Some features on this profile are disabled
CRD#: 2990421
TB

Professional summary

Tammie Shannon Beckwith, who also goes by Tammie Beckwith Schallmo, is a registered financial professional currently at PMA SECURITIES, LLC located in Naperville, Illinois.

Tammie is registered as a RR (Registered Representative) and started their career in finance in 1998. Tammie has worked at 6 firms and has passed the Series 63, Series 52TO, SIE, Series 50, Series 7, Series 54 and Series 53 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Tammie Beckwith Schallmo

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 Tammie Shannon Beckwith's 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®
None

Experience

Current

December 12, 2007 - Present

PMA SECURITIES, LLC

Office #1: 2135 Citygate Lane 7th Floor, Naperville, IL 60563
BD
CRD#: 30397
NAPERVILLE, IL
Past

January 16, 2006 - November 27, 2007

UBS SECURITIES LLC

BD
CRD#: 7654
CHICAGO, IL
Past

November 3, 2005 - January 16, 2006

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
CHICAGO, IL
Past

May 18, 2005 - October 18, 2005

LEGG MASON WOOD WALKER, INCORPORATED

BD
CRD#: 6555
BALTIMORE, MD
Past

August 12, 2002 - May 17, 2005

LASALLE FINANCIAL SERVICES, INC.

BD
CRD#: 20373
CHICAGO, IL
Past

September 17, 1998 - July 24, 2002

WILLIAM BLAIR

BD
CRD#: 1252
CHICAGO, IL

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
Illinois
(12/12/2007)
RR
Minnesota
(12/12/2007)
RR
Wisconsin
(12/12/2007)

Exams

State Security Law Exam
RR
Series 63
Date: 10/12/1998
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 52TO
Date: 9/25/2025
Municipal Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 50
Date: 2/8/2016
Municipal Advisor Representative Qualification Exam
General Industry/Product Exam
RR
Series 7
Date: 9/16/1998
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 54
Date: 7/9/2019
Municipal Advisor Principal Qualification Examination
Principal/Supervisory Exam
RR
Series 53
Date: 9/21/2005
Municipal Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm

PS
PMA SECURITIES, LLC
ENGLISH CONCEPTS, INC. | PMA SECURITIES, LLC | PMA SECURITIES, INC.

CRD#: 30397 / SEC#: , 8-44905

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

Main Address
2135 Citygate Lane 7th Floor, Naperville, IL 60563
Mailing Address
2135 Citygate Lane 7th Floor, Naperville, IL 60563
Phone number
(630) 657-6400
Established
Illinois since 03/26/2019
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (23 States and Territories)

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

Documents

Direct owners and executive officers

NamePositionCRD#
PMA ACQUISITION, LLCMEMBER
DAVIS, JAMES O'NEILLCHIEF EXECUTIVE OFFICER2660454
MARTENS, JONATHAN RAYFINANCIAL AND OPERATIONS PRINCIPAL4593466
RAGUS, LORI ANNGENERAL COUNSEL/CHIEF COMPLIANCE OFFICER/SECRETARY5754738

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

PMA SECURITIES, LLC

CRD#: 30397Naperville, IL 60563

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