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TW

Trevor R. Whitmire

PMA SECURITIES
NAPERVILLE, IL 60563
Some features on this profile are disabled
CRD#: 6188420
TW
Trevor Ramsey WhitmirePMA SECURITIES

Professional summary

Trevor Ramsey Whitmire is a registered financial professional currently at PMA SECURITIES, LLC located in Naperville, Illinois.

Trevor is registered as a RR (Registered Representative) and started their career in finance in 2014. Trevor has worked at 3 firms and has passed the Series 66, Series 6TO, SIE and Series 7 exams.

Aliases

None

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 Trevor Ramsey Whitmire'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

July 24, 2026 - Present

PMA SECURITIES, LLC

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

March 5, 2021 - June 8, 2026

PRINCIPAL SECURITIES, INC.

BD
CRD#: 1137
Charlotte, NC
Past

May 23, 2014 - October 23, 2014

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
CHARLOTTE, NC

State Registrations and Notice Filings

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

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 9/22/2014
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 6TO
Date: 3/4/2021
Investment Company Products/Variable Contracts Representative Examination
General Industry/Product Exam
RR
SIE
Date: 3/4/2021
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 5/22/2014
General Securities Representative 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)

Documents

Direct owners and executive officers

NamePositionCRD#
PMA ACQUISITION, LLCMEMBER
KUBITZ, GREGORY ALLEN JRCHIEF EXECUTIVE OFFICER5086051
MARTENS, JONATHAN RAYFINANCIAL AND OPERATIONS PRINCIPAL4593466
RAGUS, LORI ANNGENERAL COUNSEL/CHIEF COMPLIANCE OFFICER/SECRETARY5754738

Red Flags

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Company Information

PMA SECURITIES, LLC

CRD#: 30397Naperville, IL 60563

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