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Timothy Ferris

Timothy Ferris

Construction worker

Followers of Timothy Ferris8000 followers
location of Timothy FerrisCleveland, Ohio, United States

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  • Timeline

  • 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

    • 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

    • Nonresident Producer: Life, Accident, & Health, Variable Life & Annuity

      Indiana
      Oct 2012