Tamara Lyndsey Crum
Professional Summary
Tamara Lyndsey Crum, who also goes by Tamara L Crum, Tamara Lyndsey Schooley, Tamara Schooley, Tammy L Schooley, is a registered financial advisor currently at CERES SECURITIES, LLC located in South Bend, Indiana. Tamara is registered as a RR (Registered Representative) and started their career in finance in 2017. Tamara has worked at 2 firms and has passed the Series 65, Series 63, Series 7TO, SIE, Series 6, Series 28 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Tamara L Crum, Tamara Lyndsey Schooley, Tamara Schooley, Tammy L Schooley
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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Years of Experience
9 years in the financial services industry
Current & Past Employments
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Current Firm
CERES SECURITIES, LLC
Contact Information
Main Address
806 Howard St Suite 200, South Bend, IN 46617Mailing Address
806 Howard St Suite 200, South Bend, IN 46617Phone Number
(574) 367-4533Established
Delaware since 05/20/2015Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
SmallFINRA licenses (25 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| CERES PARTNERS, LLC | MEMBER | — |
| SCHOOLEY, TAMARA LYNDSEY | PRESIDENT, MANAGING DIRECTOR, CCO | 6771423 |
Disclosures
Regulatory Event
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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State Registrations and Notice Filings
(11/9/2018)
(11/12/2018)
(2/26/2026)
(2/28/2024)
(7/18/2024)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Jun 2017About the Series 6 examSeries 28 — Introducing Broker/Dealer Financial Operations Principal Examination
Passed Dec 2021About the Series 28 examSRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Tamara Lyndsey Crum's CRS (Customer Relationship Summary).
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