Timothy Ferris

Timothy ferris

bookmark on deepenrich
location of Timothy FerrisCleveland, Ohio, United States
Phone number of Timothy Ferris+91 xxxx xxxxx
Followers of Timothy Ferris8000 followers
  • Timeline

    May 1968 - Jul 1969

    construction worker

    various companies in Ohio and Massachusetts
    Jul 1969 - Sept 1975

    infantry captain

    US Army
    Oct 1976 - now

    father of two, grandfather of two

    The Ferris Family
    Sept 1980 - Sept 1984

    real-estate agent

    multiple companies
    Sept 1982 - now

    agent/field underwriter

    various mutual and stock insurance companies
    Oct 1983 - now

    resident

    Brooklyn Centre, a park neighborhood of the City of Cleveland, Ohio
    Oct 1989 - now

    owner

    an independent insurance & benefits brokerage
    Current Company
    Jan 2010 - now

    investment advisor representative

    The Capital Financial Group / H. Beck, Inc.
  • About me

    independent planner, broker, & advisor

  • Education

    • The american college

      2012 - 2015
      Chartered financial consultant (chfc) financial planning and services

      Activities and Societies: The American College Alumni Association Pursuing coursework in The American College ChFC program.

    • Department of defense race relations institute

      1973 - 1973
      Facilitator implementation of group dialogue, race relations, american studies
    • Saint peter chanel high school

      1960 - 1964
      High-school diploma college preparatory

      Activities and Societies: newspaper, yearbook, French Club, band

    • College of the holy cross

      1964 - 1968
      A. b. major in english, minor in theology

      Activities and Societies: Rugby, newspaper, yearbook, SPUD Worcester, Massachusetts

  • Experience

    • Various companies in ohio and massachusetts

      May 1968 - Jul 1969
      Construction worker

      Following the Tet Offensive, I marked time working construction, waiting, waiting, waiting on the draft.

    • Us army

      Jul 1969 - Sept 1975
      Infantry captain

      I cleverly beat the draft (and ended the suspense) by enlisting and going through Officer Candidate School. In retrospect, this was a fairly decent lifestyle and a short career in which I met many fine people.

    • The ferris family

      Oct 1976 - now
      Father of two, grandfather of two

      Doting grandfather to Teagan and Maggie, proud dad to Maureen and Katie, appreciative father-in-law to Geri, loving husband to Gloria.

    • Multiple companies

      Sept 1980 - Sept 1984
      Real-estate agent

      Ohio

    • Various mutual and stock insurance companies

      Sept 1982 - now
      Agent/field underwriter

      I write applications and perform field underwriting on insurance contracts which are then forwarded for approval and issue; I deliver completed contracts to owners; I provide service on life and health insurance books of business.

    • Brooklyn centre, a park neighborhood of the city of cleveland, ohio

      Oct 1983 - now
      Resident

      I continue to strive for a balanced and responsible lifestyle, in the city, at the edge of the Cuyahoga Valley.

    • An independent insurance & benefits brokerage

      Oct 1989 - now
      Owner

      This is the oldest part of my independent practice, dating back to my first leap into total autonomy in October of 1989.

    • The capital financial group / h. beck, inc.

      Jan 2010 - now
      Investment advisor representative

      H. Beck is the fifth broker-dealer affiliation of my career, which now spans 34 years and requires this disclaimer: SECURITIES AND INVESTMENT ADVISORY SERVICES OFFERED THROUGH H. BECK, INC., MEMBER FINRA/SIPC, A REGISTERED BROKER-DEALER AND AN SEC-REGISTERED INVESTMENT ADVISOR.

  • Licenses & Certifications

    • Uniform investment adviser law examination

      Financial industry regulatory authority (finra)
      Oct 2009
    • Life, health, & variable annuity non-resident license

      Florida department of insurance
      Feb 2002
      View certificate certificate
    • General securities representative examination

      Financial industry regulatory authority (finra)
      Aug 2001
    • Investment adviser representative's license

      State of ohio department of commerce division of securities
      Apr 2001
    • Uniform securities agent state law examination

      Financial industry regulatory authority (finra)
      Feb 1987
    • Direct participation programs representative examination

      Financial industry regulatory authority (finra)
      Jan 1986
    • Investment company products/variable contracts representative

      Financial industry regulatory authority (finra)
      Apr 1983
    • Nonresident producer license for health, life, & variable contracts

      State of illinois
      Apr 2014
      View certificate certificate
    • Non-resident agent license for accident & sickness, life, variable products

      Georgia insurance department
      Nov 2002
      View certificate certificate
    • Accident & health, life, variable annuities license

      State of ohio department of insurance
      Dec 1982
      View certificate certificate
    • Non-resident agent for life and health insurance

      Commonwealth of kentucky
      Jan 2015
      View certificate certificate
    • Nonresident producer: life, accident, & health, variable life & annuity

      Indiana
      Oct 2012